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 4-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 | $34,322 | $114,381-70.0% | $107,525-68.1% | $142,382-75.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.46% | 242.71%-231.2pp | 181.32%-169.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $10,391 | $4,015+158.8% | $3,754+176.8% | $4,299+141.7% |
| Participant deferral / active EE | $6,832 | $5,564+22.8% | $5,116+33.6% | $6,507+5.0% |
| Admin fee / account holder | $6,513 | $9,860-33.9% | $8,919-27.0% | $12,624-48.4% |