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 | $64,069 | $209,411-69.4% | $178,490-64.1% | $158,922-59.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.31% | 188.75%-186.4pp | 151.07%-148.8pp | 302.83%-300.5pp |
| Employer contribution / active EE | $9,336 | $5,706+63.6% | $5,011+86.3% | $4,761+96.1% |
| Participant deferral / active EE | $6,739 | $5,954+13.2% | $5,202+29.6% | $5,982+12.7% |
| Admin fee / account holder | $9,913 | $17,074-41.9% | $13,984-29.1% | $11,246-11.8% |