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 | $56,918 | $77,419-26.5% | $69,455-18.1% | $152,861-62.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 3.60% | 39.06%-35.5pp | 28.97%-25.4pp | 345.32%-341.7pp |
| Employer contribution / active EE | $5,040 | $3,315+52.0% | $2,779+81.4% | $4,762+5.8% |
| Participant deferral / active EE | $2,368 | $4,414-46.3% | $3,535-33.0% | $5,850-59.5% |
| Admin fee / account holder | $333 | $6,207-94.6% | $3,839-91.3% | $11,596-97.1% |