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 | $55,720 | $67,411-17.3% | $91,001-38.8% | $70,131-20.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.62% | -40.16%+50.8pp | 4.60%+6.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $2,407 | $1,786+34.8% | $2,456-2.0% | $2,342+2.8% |
| Participant deferral / active EE | $7,185 | $2,823+154.6% | $3,547+102.5% | $3,332+115.7% |
| Admin fee / account holder | $1,162 | $4,236-72.6% | $5,417-78.5% | $4,645-75.0% |