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 | $38,987 | $111,754-65.1% | $103,333-62.3% | $145,922-73.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.87% | 24.77%-17.9pp | 24.88%-18.0pp | 561.29%-554.4pp |
| Employer contribution / active EE | $6,672 | $4,212+58.4% | $3,868+72.5% | $4,660+43.2% |
| Participant deferral / active EE | $2,151 | $5,619-61.7% | $5,057-57.5% | $6,688-67.8% |
| Admin fee / account holder | $371 | $9,750-96.2% | $8,355-95.6% | $13,397-97.2% |