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 | $113,714 | $209,411-45.7% | $178,490-36.3% | $158,922-28.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.25% | 188.75%-187.5pp | 151.07%-149.8pp | 302.83%-301.6pp |
| Employer contribution / active EE | $1,330 | $5,706-76.7% | $5,011-73.5% | $4,761-72.1% |
| Participant deferral / active EE | $3,250 | $5,954-45.4% | $5,202-37.5% | $5,982-45.7% |
| Admin fee / account holder | $1,702 | $17,074-90.0% | $13,984-87.8% | $11,246-84.9% |