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 | $42,451 | $117,841-64.0% | $102,423-58.6% | $145,922-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.32% | 31.65%-23.3pp | 29.32%-21.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,093 | $3,615-14.4% | $3,023+2.3% | $4,660-33.6% |
| Participant deferral / active EE | $5,615 | $5,731-2.0% | $5,053+11.1% | $6,688-16.0% |
| Admin fee / account holder | $846 | $13,326-93.7% | $9,451-91.0% | $13,397-93.7% |