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 | $47,221 | $106,890-55.8% | $84,015-43.8% | $152,861-69.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.21% | 104.99%-100.8pp | 71.31%-67.1pp | 345.32%-341.1pp |
| Employer contribution / active EE | $1,632 | $2,734-40.3% | $1,983-17.7% | $4,762-65.7% |
| Participant deferral / active EE | $2,028 | $4,011-49.4% | $3,239-37.4% | $5,850-65.3% |
| Admin fee / account holder | $1,901 | $8,285-77.1% | $6,101-68.8% | $11,596-83.6% |