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 | $71,786 | $90,503-20.7% | $78,689-8.8% | $273,961-73.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.34% | 75.60%-75.9pp | 62.18%-62.5pp | 41.45%-41.8pp |
| Employer contribution / active EE | $4,550 | $3,176+43.3% | $2,851+59.6% | $4,869-6.6% |
| Participant deferral / active EE | $6,068 | $3,901+55.5% | $3,517+72.5% | $5,287+14.8% |
| Admin fee / account holder | $1,336 | $5,263-74.6% | $4,510-70.4% | $10,132-86.8% |