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 | $46,236 | $135,952-66.0% | $123,892-62.7% | $273,961-83.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.13% | 56.63%-54.5pp | 47.52%-45.4pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,496 | $5,170-71.1% | $4,617-67.6% | $4,869-69.3% |
| Participant deferral / active EE | $7,713 | $6,343+21.6% | $5,984+28.9% | $5,287+45.9% |
| Admin fee / account holder | $2,750 | $9,817-72.0% | $8,357-67.1% | $10,132-72.9% |