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 | $60,038 | $60,124-0.1% | $90,404-33.6% | $79,858-24.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 10.21% | 71.94%-61.7pp | 1293.02%-1282.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $4,416 | $2,068+113.5% | $3,262+35.4% | $2,471+78.7% |
| Participant deferral / active EE | $1,469 | $2,938-50.0% | $3,963-62.9% | $3,740-60.7% |
| Admin fee / account holder | $5,028 | $3,976+26.4% | $5,611-10.4% | $5,306-5.3% |