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 | $59,003 | $217,402-72.9% | $185,823-68.2% | $167,490-64.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -0.99% | 148.36%-149.3pp | 122.05%-123.0pp | 478.56%-479.5pp |
| Employer contribution / active EE | $7,822 | $5,873+33.2% | $5,167+51.4% | $4,837+61.7% |
| Participant deferral / active EE | $2,684 | $6,356-57.8% | $5,568-51.8% | $6,341-57.7% |
| Admin fee / account holder | $8,942 | $19,811-54.9% | $16,237-44.9% | $12,309-27.4% |