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 | $32,290 | $78,672-59.0% | $109,143-70.4% | $85,850-62.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.25% | 25.09%-13.8pp | 25.75%-14.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $3,004 | $2,735+9.8% | $3,722-19.3% | $2,565+17.1% |
| Participant deferral / active EE | $3,363 | $3,467-3.0% | $4,653-27.7% | $3,952-14.9% |
| Admin fee / account holder | $1,575 | $5,469-71.2% | $6,752-76.7% | $6,260-74.8% |