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 | $47,362 | $30,400+55.8% | $53,898-12.1% | $84,808-44.2% |
| Participation rate | 98.2% | 46.4%+51.8pp | 55.0%+43.3pp | 68.3%+29.9pp |
| Annual return | 4.91% | 500.19%-495.3pp | 528.60%-523.7pp | 40.90%-36.0pp |
| Employer contribution / active EE | $2,793 | $603+363.4% | $932+199.6% | $2,631+6.2% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $852 | $1,993-57.3% | $2,491-65.8% | $7,344-88.4% |