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 | $57,367 | $105,126-45.4% | $94,646-39.4% | $139,434-58.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 8.96% | 38.03%-29.1pp | 156.71%-147.7pp | 372.94%-364.0pp |
| Employer contribution / active EE | $8,333 | $4,106+103.0% | $3,672+126.9% | $4,751+75.4% |
| Participant deferral / active EE | $3,589 | $7,599-52.8% | $7,418-51.6% | $6,710-46.5% |
| Admin fee / account holder | $8,988 | $8,9840% | $7,231+24.3% | $11,403-21.2% |