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 | $82,438 | $102,966-19.9% | $90,281-8.7% | $152,861-46.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 5.54% | 95.16%-89.6pp | 78.10%-72.6pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,783 | $3,139-11.3% | $2,854-2.5% | $4,762-41.6% |
| Participant deferral / active EE | $6,196 | $4,281+44.7% | $3,885+59.5% | $5,850+5.9% |
| Admin fee / account holder | $643 | $6,171-89.6% | $5,351-88.0% | $11,596-94.5% |