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 | $69,690 | $154,117-54.8% | $129,995-46.4% | $139,434-50.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.74% | 32.48%-27.7pp | -137.18%+141.9pp | 372.94%-368.2pp |
| Employer contribution / active EE | $1,509 | $5,289-71.5% | $4,320-65.1% | $4,751-68.2% |
| Participant deferral / active EE | $4,210 | $6,710-37.3% | $5,820-27.7% | $6,710-37.3% |
| Admin fee / account holder | $3,719 | $14,007-73.5% | $10,614-65.0% | $11,403-67.4% |