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 | $53,192 | $159,934-66.7% | $147,005-63.8% | $145,959-63.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.25% | 98.24%-91.0pp | 418.76%-411.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $2,191 | $5,287-58.6% | $4,934-55.6% | $4,661-53.0% |
| Participant deferral / active EE | $9,874 | $8,427+17.2% | $8,070+22.4% | $6,689+47.6% |
| Admin fee / account holder | $7,887 | $15,053-47.6% | $13,006-39.4% | $13,398-41.1% |