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 | $43,189 | $89,753-51.9% | $107,525-59.8% | $84,808-49.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 9.98% | 29.48%-19.5pp | 181.32%-171.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,627 | $3,113-47.7% | $3,754-56.6% | $2,631-38.2% |
| Participant deferral / active EE | $1,880 | $4,056-53.6% | $5,116-63.2% | $4,212-55.4% |
| Admin fee / account holder | $2,683 | $7,222-62.9% | $8,919-69.9% | $7,344-63.5% |