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 | $33,824 | $111,535-69.7% | $105,223-67.9% | $137,256-75.4% |
| Participation rate | 78.9% | 78.1%+0.9pp | 75.0%+3.9pp | 80.0%-1.0pp |
| Annual return | 11.51% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,017 | $3,939-48.8% | $3,689-45.3% | $4,156-51.5% |
| Participant deferral / active EE | $2,803 | $5,500-49.0% | $5,072-44.7% | $6,407-56.3% |
| Admin fee / account holder | $610 | $9,721-93.7% | $8,859-93.1% | $12,270-95.0% |