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 | $53,958 | $115,770-53.4% | $101,248-46.7% | $158,922-66.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.69% | 56.14%-49.4pp | 46.47%-39.8pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,716 | $4,175-34.9% | $3,660-25.8% | $4,761-42.9% |
| Participant deferral / active EE | $4,810 | $4,957-3.0% | $4,370+10.1% | $5,982-19.6% |
| Admin fee / account holder | $4,482 | $7,245-38.1% | $5,945-24.6% | $11,246-60.1% |