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 | $53,112 | $127,777-58.4% | $106,548-50.2% | $167,490-68.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.29% | 33.87%-25.6pp | 26.80%-18.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,993 | $3,427-41.8% | $2,819-29.3% | $4,837-58.8% |
| Participant deferral / active EE | $4,533 | $5,087-10.9% | $4,398+3.1% | $6,341-28.5% |
| Admin fee / account holder | $838 | $11,228-92.5% | $7,407-88.7% | $12,309-93.2% |