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 5-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 | $34,375 | $74,888-54.1% | $71,209-51.7% | $142,382-75.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.14% | 345.14%-334.0pp | 282.51%-271.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,317 | $2,854-18.8% | $2,721-14.8% | $4,299-46.1% |
| Participant deferral / active EE | $3,703 | $4,454-16.9% | $4,175-11.3% | $6,507-43.1% |
| Admin fee / account holder | $7,435 | $5,568+33.5% | $5,349+39.0% | $12,624-41.1% |