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 | $36,901 | $86,286-57.2% | $111,297-66.8% | $85,850-57.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 0.59% | 19.99%-19.4pp | 54.65%-54.1pp | 318.53%-317.9pp |
| Employer contribution / active EE | $2,755 | $2,043+34.9% | $2,731+0.9% | $2,565+7.4% |
| Participant deferral / active EE | $1,852 | $3,641-49.1% | $4,487-58.7% | $3,952-53.1% |
| Admin fee / account holder | $558 | $8,188-93.2% | $7,964-93.0% | $6,260-91.1% |