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 | $63,141 | $159,934-60.5% | $147,005-57.0% | $145,959-56.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.81% | 98.24%-92.4pp | 418.76%-413.0pp | 561.95%-556.1pp |
| Employer contribution / active EE | $3,404 | $5,287-35.6% | $4,934-31.0% | $4,661-27.0% |
| Participant deferral / active EE | $21,250 | $8,427+152.2% | $8,070+163.3% | $6,689+217.7% |
| Admin fee / account holder | $44,940 | $15,053+198.5% | $13,006+245.5% | $13,398+235.4% |