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 | $57,562 | $83,902-31.4% | $167,512-65.6% | $84,808-32.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 6.37% | 91.55%-85.2pp | 1615.79%-1609.4pp | 40.90%-34.5pp |
| Employer contribution / active EE | $3,265 | $2,264+44.2% | $3,882-15.9% | $2,631+24.1% |
| Participant deferral / active EE | $1,815 | $4,442-59.1% | $6,405-71.7% | $4,212-56.9% |
| Admin fee / account holder | $8,769 | $7,915+10.8% | $9,769-10.2% | $7,344+19.4% |