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 9-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 | $74,583 | $102,382-27.2% | $147,005-49.3% | $80,874-7.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.79% | 134.89%-124.1pp | 418.76%-408.0pp | 35.62%-24.8pp |
| Employer contribution / active EE | $3,284 | $3,715-11.6% | $4,934-33.5% | $2,756+19.2% |
| Participant deferral / active EE | $14,128 | $6,646+112.6% | $8,070+75.1% | $4,297+228.8% |
| Admin fee / account holder | $13,391 | $7,942+68.6% | $13,006+3.0% | $6,935+93.1% |