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 | $27,868 | $177,572-84.3% | $154,803-82.0% | $142,382-80.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.37% | 65.07%-59.7pp | 58.88%-53.5pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,421 | $4,810-70.5% | $4,305-67.0% | $4,299-66.9% |
| Participant deferral / active EE | $4,045 | $6,272-35.5% | $5,540-27.0% | $6,507-37.8% |
| Admin fee / account holder | $1,540 | $16,786-90.8% | $14,329-89.3% | $12,624-87.8% |