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 | $62,629 | $73,933-15.3% | $96,683-35.2% | $75,163-16.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 0.62% | 26.70%-26.1pp | 35.69%-35.1pp | 160.62%-160.0pp |
| Employer contribution / active EE | $7,714 | $2,928+163.5% | $3,737+106.4% | $2,670+189.0% |
| Participant deferral / active EE | $2,806 | $3,659-23.3% | $4,878-42.5% | $4,125-32.0% |
| Admin fee / account holder | $456 | $5,216-91.3% | $6,730-93.2% | $5,651-91.9% |