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 | $29,310 | $165,335-82.3% | $149,696-80.4% | $158,922-81.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.79% | 348.15%-340.4pp | 276.60%-268.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,856 | $5,103-63.6% | $4,644-60.0% | $4,761-61.0% |
| Participant deferral / active EE | $3,483 | $7,181-51.5% | $6,842-49.1% | $5,982-41.8% |
| Admin fee / account holder | $532 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |