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 | $54,672 | $70,756-22.7% | $65,493-16.5% | $142,382-61.6% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 9.58% | 1754.89%-1745.3pp | 982.45%-972.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,757 | $4,637+24.1% | $3,961+45.3% | $6,507-11.5% |
| Admin fee / account holder | $12,941 | $6,559+97.3% | $5,028+157.4% | $12,624+2.5% |