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 | $36,503 | $64,324-43.3% | $118,925-69.3% | $79,858-54.3% |
| Participation rate | 96.6% | 64.9%+31.7pp | 75.4%+21.2pp | 69.6%+26.9pp |
| Annual return | 3.50% | 86.45%-82.9pp | 35.88%-32.4pp | 31.71%-28.2pp |
| Employer contribution / active EE | $3,442 | $1,836+87.4% | $3,263+5.5% | $2,471+39.3% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $464 | $4,040-88.5% | $6,581-92.9% | $5,306-91.2% |