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 | $41,635 | $96,635-56.9% | $86,612-51.9% | $139,434-70.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.15% | 106.41%-96.3pp | 591.07%-580.9pp | 372.94%-362.8pp |
| Employer contribution / active EE | $2,497 | $3,263-23.5% | $3,022-17.4% | $4,751-47.4% |
| Participant deferral / active EE | $5,541 | $4,836+14.6% | $4,438+24.9% | $6,710-17.4% |
| Admin fee / account holder | $1,098 | $6,408-82.9% | $5,614-80.4% | $11,403-90.4% |