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 7-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 | $51,693 | $74,888-31.0% | $71,209-27.4% | $142,382-63.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.39% | 345.14%-333.8pp | 282.51%-271.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $8,451 | $2,854+196.1% | $2,721+210.6% | $4,299+96.6% |
| Participant deferral / active EE | $8,451 | $4,454+89.7% | $4,175+102.4% | $6,507+29.9% |
| Admin fee / account holder | $13,630 | $5,568+144.8% | $5,349+154.8% | $12,624+8.0% |