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 | $63,455 | $105,859-40.1% | $90,160-29.6% | $147,584-57.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.13% | 37.63%-28.5pp | 34.88%-25.7pp | 578.55%-569.4pp |
| Employer contribution / active EE | $2,207 | $4,126-46.5% | $3,318-33.5% | $4,876-54.7% |
| Participant deferral / active EE | $8,869 | $5,733+54.7% | $5,288+67.7% | $5,439+63.1% |
| Admin fee / account holder | $1,955 | $8,046-75.7% | $5,943-67.1% | $10,885-82.0% |