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 | $28,903 | $88,751-67.4% | $81,812-64.7% | $145,922-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.77% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,216 | $3,083-28.1% | $2,912-23.9% | $4,660-52.4% |
| Participant deferral / active EE | $5,810 | $4,643+25.1% | $4,319+34.5% | $6,688-13.1% |
| Admin fee / account holder | $962 | $8,415-88.6% | $7,386-87.0% | $13,397-92.8% |