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 | $28,408 | $96,484-70.6% | $75,886-62.6% | $152,861-81.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 10.68% | 33.98%-23.3pp | 30.76%-20.1pp | 345.32%-334.6pp |
| Employer contribution / active EE | $2,016 | $3,309-39.1% | $2,500-19.4% | $4,762-57.7% |
| Participant deferral / active EE | $4,942 | $4,553+8.5% | $3,603+37.2% | $5,850-15.5% |
| Admin fee / account holder | $4,007 | $8,078-50.4% | $5,418-26.1% | $11,596-65.4% |