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 | $55,424 | $99,921-44.5% | $85,009-34.8% | $145,959-62.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.66% | 83.89%-76.2pp | 66.47%-58.8pp | 561.95%-554.3pp |
| Employer contribution / active EE | $2,402 | $3,233-25.7% | $2,728-12.0% | $4,661-48.5% |
| Participant deferral / active EE | $1,671 | $5,293-68.4% | $4,522-63.0% | $6,689-75.0% |
| Admin fee / account holder | $3,279 | $7,252-54.8% | $6,153-46.7% | $13,398-75.5% |