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 | $48,774 | $108,919-55.2% | $100,391-51.4% | $145,922-66.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.12% | 57.88%-48.8pp | 49.20%-40.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $4,001 | $4,419-9.5% | $3,942+1.5% | $4,660-14.1% |
| Participant deferral / active EE | $11,036 | $8,445+30.7% | $8,082+36.6% | $6,688+65.0% |
| Admin fee / account holder | $16,207 | $9,689+67.3% | $7,899+105.2% | $13,397+21.0% |