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 | $35,359 | $72,071-50.9% | $68,368-48.3% | $137,256-74.2% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.0%+1.3pp |
| Annual return | 10.02% | 353.14%-343.1pp | 292.57%-282.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,016 | $2,788-63.6% | $2,649-61.7% | $4,156-75.6% |
| Participant deferral / active EE | $3,633 | $4,410-17.6% | $4,123-11.9% | $6,407-43.3% |
| Admin fee / account holder | $3,368 | $5,336-36.9% | $5,150-34.6% | $12,270-72.6% |