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 | $69,675 | $52,353+33.1% | $120,225-42.0% | $82,448-15.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 10.49% | 61.85%-51.4pp | 439.23%-428.7pp | 41.64%-31.2pp |
| Employer contribution / active EE | $2,009 | $1,510+33.0% | $3,475-42.2% | $2,551-21.3% |
| Participant deferral / active EE | $5,836 | $2,627+122.2% | $3,999+45.9% | $4,139+41.0% |
| Admin fee / account holder | $1,522 | $4,363-65.1% | $5,696-73.3% | $7,234-79.0% |