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 | $50,676 | $133,922-62.2% | $116,228-56.4% | $142,382-64.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 6.04% | 147.76%-141.7pp | 90.06%-84.0pp | 217.08%-211.0pp |
| Employer contribution / active EE | $1,192 | $3,446-65.4% | $2,994-60.2% | $4,299-72.3% |
| Participant deferral / active EE | $1,856 | $5,672-67.3% | $4,953-62.5% | $6,507-71.5% |
| Admin fee / account holder | $6,209 | $14,945-58.5% | $11,989-48.2% | $12,624-50.8% |