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 | $46,023 | $165,984-72.3% | $164,813-72.1% | $145,922-68.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.92% | 100.03%-94.1pp | 69.93%-64.0pp | 561.29%-555.4pp |
| Employer contribution / active EE | $2,222 | $5,273-57.9% | $4,341-48.8% | $4,660-52.3% |
| Participant deferral / active EE | $3,770 | $6,959-45.8% | $6,031-37.5% | $6,688-43.6% |
| Admin fee / account holder | $6,311 | $16,648-62.1% | $12,690-50.3% | $13,397-52.9% |