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 | $63,442 | $78,705-19.4% | $117,854-46.2% | $70,131-9.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 8.27% | 23.30%-15.0pp | 335.08%-326.8pp | 73.14%-64.9pp |
| Employer contribution / active EE | $3,409 | $2,223+53.3% | $3,786-10.0% | $2,342+45.5% |
| Participant deferral / active EE | $5,101 | $3,297+54.7% | $4,482+13.8% | $3,332+53.1% |
| Admin fee / account holder | $10,400 | $5,065+105.3% | $8,020+29.7% | $4,645+123.9% |