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 | $100,071 | $60,124+66.4% | $90,404+10.7% | $79,858+25.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7.55% | 71.94%-64.4pp | 1293.02%-1285.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $3,550 | $2,068+71.7% | $3,262+8.8% | $2,471+43.7% |
| Participant deferral / active EE | $4,236 | $2,938+44.2% | $3,963+6.9% | $3,740+13.3% |
| Admin fee / account holder | $2,714 | $3,976-31.8% | $5,611-51.6% | $5,306-48.9% |