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 | $53,187 | $57,281-7.1% | $86,612-38.6% | $75,163-29.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.36% | 2670.75%-2657.4pp | 591.07%-577.7pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,125 | $2,314-8.2% | $3,022-29.7% | $2,670-20.4% |
| Participant deferral / active EE | $1,847 | $3,318-44.3% | $4,438-58.4% | $4,125-55.2% |
| Admin fee / account holder | $1,009 | $4,112-75.5% | $5,614-82.0% | $5,651-82.1% |