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 | $17,612 | $90,503-80.5% | $78,689-77.6% | $273,961-93.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.35% | 75.60%-76.0pp | 62.18%-62.5pp | 41.45%-41.8pp |
| Employer contribution / active EE | $1,650 | $3,176-48.0% | $2,851-42.1% | $4,869-66.1% |
| Participant deferral / active EE | $3,647 | $3,901-6.5% | $3,517+3.7% | $5,287-31.0% |
| Admin fee / account holder | $1,757 | $5,263-66.6% | $4,510-61.1% | $10,132-82.7% |