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 | $74,516 | $111,724-33.3% | $93,606-20.4% | $145,922-48.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.60% | 202.98%-198.4pp | 133.20%-128.6pp | 561.29%-556.7pp |
| Employer contribution / active EE | $2,222 | $3,090-28.1% | $2,420-8.2% | $4,660-52.3% |
| Participant deferral / active EE | $8,312 | $4,912+69.2% | $4,411+88.4% | $6,688+24.3% |
| Admin fee / account holder | $1,278 | $10,250-87.5% | $8,285-84.6% | $13,397-90.5% |