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 | $67,063 | $202,318-66.9% | $172,739-61.2% | $152,861-56.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.38% | 1029.65%-1017.3pp | 802.84%-790.5pp | 345.32%-332.9pp |
| Employer contribution / active EE | $2,337 | $5,856-60.1% | $5,143-54.6% | $4,762-50.9% |
| Participant deferral / active EE | $5,446 | $5,948-8.4% | $5,198+4.8% | $5,850-6.9% |
| Admin fee / account holder | $1,071 | $17,109-93.7% | $13,954-92.3% | $11,596-90.8% |