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 | $65,573 | $105,181-37.7% | $159,436-58.9% | $85,850-23.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.24% | 45.07%-34.8pp | 263.57%-253.3pp | 318.53%-308.3pp |
| Employer contribution / active EE | $3,318 | $3,3180% | $4,829-31.3% | $2,565+29.3% |
| Participant deferral / active EE | $2,906 | $5,945-51.1% | $7,352-60.5% | $3,952-26.5% |
| Admin fee / account holder | $3,777 | $6,933-45.5% | $10,799-65.0% | $6,260-39.7% |