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 | $62,408 | $99,020-37.0% | $86,590-27.9% | $147,584-57.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.00% | 1312.34%-1307.3pp | 964.84%-959.8pp | 578.55%-573.5pp |
| Employer contribution / active EE | $7,256 | $3,132+131.7% | $2,839+155.6% | $4,876+48.8% |
| Participant deferral / active EE | $11,574 | $3,972+191.4% | $3,609+220.7% | $5,439+112.8% |
| Admin fee / account holder | $589 | $5,710-89.7% | $4,906-88.0% | $10,885-94.6% |