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 | $13,918 | $91,037-84.7% | $71,671-80.6% | $147,584-90.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 4.71% | 20.48%-15.8pp | 20.65%-15.9pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,935 | $3,327-41.8% | $2,460-21.3% | $4,876-60.3% |
| Participant deferral / active EE | $2,193 | $4,498-51.3% | $3,438-36.2% | $5,439-59.7% |
| Admin fee / account holder | $2,031 | $8,613-76.4% | $5,558-63.5% | $10,885-81.3% |