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 | $57,864 | $97,125-40.4% | $86,233-32.9% | $137,256-57.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 3.11% | 74.19%-71.1pp | 61.39%-58.3pp | 220.34%-217.2pp |
| Employer contribution / active EE | $6,862 | $2,841+141.5% | $2,504+174.0% | $4,156+65.1% |
| Participant deferral / active EE | $16,828 | $5,180+224.9% | $4,559+269.1% | $6,407+162.7% |
| Admin fee / account holder | $327 | $9,725-96.6% | $8,342-96.1% | $12,270-97.3% |