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 | $32,702 | $99,985-67.3% | $146,665-77.7% | $85,850-61.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 7.29% | 18.93%-11.6pp | 22.74%-15.5pp | 318.53%-311.2pp |
| Employer contribution / active EE | $4,290 | $2,559+67.7% | $4,136+3.7% | $2,565+67.3% |
| Participant deferral / active EE | $3,914 | $4,006-2.3% | $5,506-28.9% | $3,952-0.9% |
| Admin fee / account holder | $1,118 | $7,702-85.5% | $10,280-89.1% | $6,260-82.1% |