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 | $33,071 | $112,096-70.5% | $95,952-65.5% | $158,922-79.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.23% | 171.09%-168.9pp | 91.61%-89.4pp | 302.83%-300.6pp |
| Employer contribution / active EE | $22,212 | $3,198+594.5% | $2,541+774.1% | $4,761+366.5% |
| Participant deferral / active EE | $3,846 | $4,784-19.6% | $4,167-7.7% | $5,982-35.7% |
| Admin fee / account holder | $1,037 | $10,130-89.8% | $6,795-84.7% | $11,246-90.8% |