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 | $66,861 | $105,126-36.4% | $94,646-29.4% | $139,434-52.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.75% | 38.03%-26.3pp | 156.71%-145.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $5,937 | $4,106+44.6% | $3,672+61.7% | $4,751+25.0% |
| Participant deferral / active EE | $4,211 | $7,599-44.6% | $7,418-43.2% | $6,710-37.3% |
| Admin fee / account holder | $4,081 | $8,984-54.6% | $7,231-43.6% | $11,403-64.2% |