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 | $43,650 | $112,096-61.1% | $95,952-54.5% | $158,922-72.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.27% | 171.09%-165.8pp | 91.61%-86.3pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,605 | $3,198-18.5% | $2,541+2.5% | $4,761-45.3% |
| Participant deferral / active EE | $7,774 | $4,784+62.5% | $4,167+86.6% | $5,982+30.0% |
| Admin fee / account holder | $24,642 | $10,130+143.3% | $6,795+262.6% | $11,246+119.1% |