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 | $25,768 | $102,604-74.9% | $86,188-70.1% | $139,434-81.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 7.07% | 1922.51%-1915.4pp | 1168.45%-1161.4pp | 372.94%-365.9pp |
| Employer contribution / active EE | $1,707 | $3,032-43.7% | $2,380-28.3% | $4,751-64.1% |
| Participant deferral / active EE | $2,202 | $4,676-52.9% | $3,985-44.7% | $6,710-67.2% |
| Admin fee / account holder | $957 | $8,657-89.0% | $6,852-86.0% | $11,403-91.6% |