See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,244 | $72,071-42.8% | $68,368-39.7% | $137,256-70.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 3.67% | 353.14%-349.5pp | 292.57%-288.9pp | 220.34%-216.7pp |
| Employer contribution / active EE | $5,073 | $2,788+82.0% | $2,649+91.5% | $4,156+22.1% |
| Participant deferral / active EE | $12,204 | $4,410+176.7% | $4,123+196.0% | $6,407+90.5% |
| Admin fee / account holder | $198,471 | $5,336+3619.8% | $5,150+3753.9% | $12,270+1517.5% |