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 | $76,479 | $102,317-25.3% | $146,958-48.0% | $80,856-5.4% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 8.95% | 134.76%-125.8pp | 418.34%-409.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $7,730 | $3,713+108.2% | $4,933+56.7% | $2,755+180.6% |
| Participant deferral / active EE | $4,213 | $6,644-36.6% | $8,070-47.8% | $4,296-1.9% |
| Admin fee / account holder | $1,562 | $7,941-80.3% | $12,998-88.0% | $6,918-77.4% |