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 | $14,533 | $90,503-83.9% | $78,689-81.5% | $273,961-94.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.44% | 75.60%-77.0pp | 62.18%-63.6pp | 41.45%-42.9pp |
| Employer contribution / active EE | $2,225 | $3,176-29.9% | $2,851-22.0% | $4,869-54.3% |
| Participant deferral / active EE | $4,506 | $3,901+15.5% | $3,517+28.1% | $5,287-14.8% |
| Admin fee / account holder | $1,489 | $5,263-71.7% | $4,510-67.0% | $10,132-85.3% |