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 | $43,874 | $96,305-54.4% | $80,569-45.5% | $139,434-68.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 5.98% | 1350.08%-1344.1pp | 935.43%-929.4pp | 372.94%-367.0pp |
| Employer contribution / active EE | $1,213 | $3,262-62.8% | $2,723-55.5% | $4,751-74.5% |
| Participant deferral / active EE | $6,261 | $5,232+19.7% | $4,447+40.8% | $6,710-6.7% |
| Admin fee / account holder | $1,480 | $6,599-77.6% | $5,377-72.5% | $11,403-87.0% |