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 | $71,261 | $83,902-15.1% | $167,512-57.5% | $84,808-16.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 12.25% | 91.55%-79.3pp | 1615.79%-1603.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,501 | $2,264-33.7% | $3,882-61.3% | $2,631-42.9% |
| Participant deferral / active EE | $1,525 | $4,442-65.7% | $6,405-76.2% | $4,212-63.8% |
| Admin fee / account holder | $1,895 | $7,915-76.1% | $9,769-80.6% | $7,344-74.2% |