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 | $26,192 | $74,888-65.0% | $71,209-63.2% | $142,382-81.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 10.43% | 345.14%-334.7pp | 282.51%-272.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,341 | $2,854-53.0% | $2,721-50.7% | $4,299-68.8% |
| Participant deferral / active EE | $4,049 | $4,454-9.1% | $4,175-3.0% | $6,507-37.8% |
| Admin fee / account holder | $5,147 | $5,568-7.6% | $5,349-3.8% | $12,624-59.2% |