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 | $36,665 | $154,117-76.2% | $129,995-71.8% | $139,434-73.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.51% | 32.48%-26.0pp | -137.18%+143.7pp | 372.94%-366.4pp |
| Employer contribution / active EE | $3,372 | $5,289-36.3% | $4,320-21.9% | $4,751-29.0% |
| Participant deferral / active EE | $2,215 | $6,710-67.0% | $5,820-61.9% | $6,710-67.0% |
| Admin fee / account holder | $344 | $14,007-97.5% | $10,614-96.8% | $11,403-97.0% |