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 | $60,931 | $74,888-18.6% | $71,209-14.4% | $142,382-57.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.00% | 345.14%-339.1pp | 282.51%-276.5pp | 217.08%-211.1pp |
| Employer contribution / active EE | $3,114 | $2,854+9.1% | $2,721+14.4% | $4,299-27.6% |
| Participant deferral / active EE | $1,402 | $4,454-68.5% | $4,175-66.4% | $6,507-78.5% |
| Admin fee / account holder | $24,119 | $5,568+333.1% | $5,349+350.9% | $12,624+91.1% |