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 | $33,292 | $63,346-47.4% | $92,233-63.9% | $70,131-52.5% |
| Participation rate | 96.9% | 68.7%+28.2pp | 76.5%+20.4pp | 69.5%+27.3pp |
| Annual return | 12.39% | 530.12%-517.7pp | 176.28%-163.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $5,156 | $2,471+108.7% | $3,679+40.1% | $2,342+120.1% |
| Participant deferral / active EE | $2,735 | $2,854-4.2% | $3,897-29.8% | $3,332-17.9% |
| Admin fee / account holder | $303 | $3,840-92.1% | $5,194-94.2% | $4,645-93.5% |