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 6-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 | $47,435 | $126,574-62.5% | $106,213-55.3% | $145,922-67.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.62% | 224.79%-219.2pp | 116.14%-110.5pp | 561.29%-555.7pp |
| Employer contribution / active EE | $7,928 | $3,730+112.5% | $3,171+150.0% | $4,660+70.1% |
| Participant deferral / active EE | $3,423 | $5,724-40.2% | $5,016-31.8% | $6,688-48.8% |
| Admin fee / account holder | $3,315 | $17,304-80.8% | $11,033-70.0% | $13,397-75.3% |