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 | $99,991 | $198,466-49.6% | $170,442-41.3% | $147,584-32.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.39% | 257.29%-254.9pp | 205.93%-203.5pp | 578.55%-576.2pp |
| Employer contribution / active EE | $4,326 | $6,184-30.0% | $5,433-20.4% | $4,876-11.3% |
| Participant deferral / active EE | $5,628 | $5,6290% | $4,939+13.9% | $5,439+3.5% |
| Admin fee / account holder | $1,141 | $16,852-93.2% | $13,880-91.8% | $10,885-89.5% |