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 | $58,587 | $107,334-45.4% | $92,893-36.9% | $152,861-61.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.89% | 145.58%-138.7pp | 109.41%-102.5pp | 345.32%-338.4pp |
| Employer contribution / active EE | $8,995 | $4,221+113.1% | $3,653+146.3% | $4,762+88.9% |
| Participant deferral / active EE | $8,598 | $4,845+77.5% | $4,236+103.0% | $5,850+47.0% |
| Admin fee / account holder | $3,902 | $7,079-44.9% | $5,794-32.6% | $11,596-66.3% |