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 | $34,062 | $124,185-72.6% | $108,410-68.6% | $167,490-79.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.05% | 1379.64%-1372.6pp | 905.27%-898.2pp | 478.56%-471.5pp |
| Employer contribution / active EE | $1,802 | $4,187-57.0% | $3,558-49.4% | $4,837-62.8% |
| Participant deferral / active EE | $2,773 | $6,908-59.9% | $6,563-57.7% | $6,341-56.3% |
| Admin fee / account holder | $2,999 | $9,455-68.3% | $7,295-58.9% | $12,309-75.6% |