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 | $79,169 | $99,020-20.0% | $86,590-8.6% | $147,584-46.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.48% | 1312.34%-1311.9pp | 964.84%-964.4pp | 578.55%-578.1pp |
| Employer contribution / active EE | $2,554 | $3,132-18.5% | $2,839-10.1% | $4,876-47.6% |
| Participant deferral / active EE | $2,407 | $3,972-39.4% | $3,609-33.3% | $5,439-55.8% |
| Admin fee / account holder | $6,972 | $5,710+22.1% | $4,906+42.1% | $10,885-36.0% |