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 | $31,214 | $102,966-69.7% | $90,281-65.4% | $152,861-79.6% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.4%-3.9pp |
| Annual return | 5.18% | 95.16%-90.0pp | 78.10%-72.9pp | 345.32%-340.1pp |
| Employer contribution / active EE | $4,892 | $3,139+55.9% | $2,854+71.4% | $4,762+2.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $326 | $6,171-94.7% | $5,351-93.9% | $11,596-97.2% |