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 | $44,459 | $74,888-40.6% | $71,209-37.6% | $142,382-68.8% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.1%+15.3pp |
| Annual return | 12.33% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $5,684 | $2,854+99.1% | $2,721+108.9% | $4,299+32.2% |
| Participant deferral / active EE | $7,480 | $4,454+67.9% | $4,175+79.2% | $6,507+15.0% |
| Admin fee / account holder | $6,678 | $5,568+19.9% | $5,349+24.9% | $12,624-47.1% |