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 | $68,927 | $83,337-17.3% | $67,834+1.6% | $273,961-74.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 1.50% | 259.45%-257.9pp | 138.47%-137.0pp | 41.45%-40.0pp |
| Employer contribution / active EE | $4,656 | $3,287+41.6% | $2,403+93.7% | $4,869-4.4% |
| Participant deferral / active EE | $11,719 | $4,088+186.7% | $3,160+270.9% | $5,287+121.6% |
| Admin fee / account holder | $913 | $6,752-86.5% | $4,622-80.2% | $10,132-91.0% |