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 | $42,227 | $49,922-15.4% | $80,569-47.6% | $75,163-43.8% |
| Participation rate | 96.4% | 55.3%+41.1pp | 67.0%+29.4pp | 67.2%+29.2pp |
| Annual return | 11.69% | 34.69%-23.0pp | 935.43%-923.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $6,956 | $1,698+309.6% | $2,723+155.4% | $2,670+160.5% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,274 | $3,577-8.5% | $5,377-39.1% | $5,651-42.1% |