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 | $40,298 | $86,286-53.3% | $111,297-63.8% | $85,850-53.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 8.48% | 19.99%-11.5pp | 54.65%-46.2pp | 318.53%-310.1pp |
| Employer contribution / active EE | $530 | $2,043-74.1% | $2,731-80.6% | $2,565-79.4% |
| Participant deferral / active EE | $4,344 | $3,641+19.3% | $4,487-3.2% | $3,952+9.9% |
| Admin fee / account holder | $1,860 | $8,188-77.3% | $7,964-76.6% | $6,260-70.3% |