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 | $51,502 | $98,240-47.6% | $82,313-37.4% | $147,584-65.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.31% | 30.85%-25.5pp | 25.88%-20.6pp | 578.55%-573.2pp |
| Employer contribution / active EE | $2,000 | $3,192-37.3% | $2,428-17.6% | $4,876-59.0% |
| Participant deferral / active EE | $4,010 | $4,383-8.5% | $3,706+8.2% | $5,439-26.3% |
| Admin fee / account holder | $1,357 | $8,563-84.2% | $5,608-75.8% | $10,885-87.5% |