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 | $23,172 | $56,114-58.7% | $96,139-75.9% | $85,850-73.0% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 9.81% | 42.30%-32.5pp | 191.94%-182.1pp | 318.53%-308.7pp |
| Employer contribution / active EE | $6,754 | $1,620+317.0% | $2,797+141.5% | $2,565+163.3% |
| Participant deferral / active EE | $1,073 | $2,859-62.5% | $4,349-75.3% | $3,952-72.8% |
| Admin fee / account holder | $1,502 | $3,768-60.1% | $5,537-72.9% | $6,260-76.0% |