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 | $50,625 | $148,534-65.9% | $135,903-62.7% | $139,434-63.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.40% | 79.19%-67.8pp | 68.23%-56.8pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,109 | $5,243-59.8% | $4,856-56.6% | $4,751-55.6% |
| Participant deferral / active EE | $17,900 | $8,100+121.0% | $7,758+130.7% | $6,710+166.8% |
| Admin fee / account holder | $5,050 | $12,400-59.3% | $10,762-53.1% | $11,403-55.7% |