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 | $33,899 | $60,124-43.6% | $90,404-62.5% | $79,858-57.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.11% | 71.94%-65.8pp | 1293.02%-1286.9pp | 31.71%-25.6pp |
| Employer contribution / active EE | $3,306 | $2,068+59.9% | $3,262+1.3% | $2,471+33.8% |
| Participant deferral / active EE | $2,935 | $2,938-0.1% | $3,963-25.9% | $3,740-21.5% |
| Admin fee / account holder | $2,680 | $3,976-32.6% | $5,611-52.2% | $5,306-49.5% |