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 | $24,096 | $102,966-76.6% | $90,281-73.3% | $152,861-84.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.07% | 95.16%-93.1pp | 78.10%-76.0pp | 345.32%-343.2pp |
| Employer contribution / active EE | $2,274 | $3,139-27.6% | $2,854-20.4% | $4,762-52.3% |
| Participant deferral / active EE | $2,092 | $4,281-51.1% | $3,885-46.1% | $5,850-64.2% |
| Admin fee / account holder | $836 | $6,171-86.5% | $5,351-84.4% | $11,596-92.8% |