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 | $73,312 | $87,037-15.8% | $106,201-31.0% | $80,874-9.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 7.01% | 17.05%-10.0pp | 116.26%-109.3pp | 35.62%-28.6pp |
| Employer contribution / active EE | $8,000 | $2,396+233.9% | $3,170+152.4% | $2,756+190.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $502 | $8,434-94.1% | $11,039-95.5% | $6,935-92.8% |