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 | $53,810 | $105,998-49.2% | $92,233-41.7% | $147,584-63.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.96% | 50.05%-45.1pp | 176.28%-171.3pp | 578.55%-573.6pp |
| Employer contribution / active EE | $2,341 | $4,333-46.0% | $3,679-36.4% | $4,876-52.0% |
| Participant deferral / active EE | $5,137 | $4,478+14.7% | $3,897+31.8% | $5,439-5.5% |
| Admin fee / account holder | $1,181 | $6,332-81.4% | $5,194-77.3% | $10,885-89.2% |