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 9-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 | $50,904 | $102,317-50.2% | $146,958-65.4% | $80,856-37.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.48% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $6,061 | $3,713+63.2% | $4,933+22.9% | $2,755+120.0% |
| Participant deferral / active EE | $5,974 | $6,644-10.1% | $8,070-26.0% | $4,296+39.1% |
| Admin fee / account holder | $915 | $7,941-88.5% | $12,998-93.0% | $6,918-86.8% |