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 | $25,384 | $113,339-77.6% | $94,993-73.3% | $147,584-82.8% |
| Participation rate | 95.8% | 78.0%+17.9pp | 73.9%+21.9pp | 82.8%+13.0pp |
| Annual return | 2.23% | 20.77%-18.5pp | 27.12%-24.9pp | 578.55%-576.3pp |
| Employer contribution / active EE | $4,421 | $3,160+39.9% | $2,603+69.8% | $4,876-9.3% |
| Participant deferral / active EE | $1,221 | $3,777-67.7% | $3,317-63.2% | $5,439-77.6% |
| Admin fee / account holder | $14,033 | $6,063+131.5% | $4,960+182.9% | $10,885+28.9% |