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 | $47,211 | $109,817-57.0% | $98,442-52.0% | $167,490-71.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.86% | 1956.69%-1947.8pp | 1492.73%-1483.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,968 | $3,224-39.0% | $2,960-33.5% | $4,837-59.3% |
| Participant deferral / active EE | $4,121 | $4,673-11.8% | $4,276-3.6% | $6,341-35.0% |
| Admin fee / account holder | $564 | $6,753-91.7% | $5,949-90.5% | $12,309-95.4% |