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 | $22,674 | $65,409-65.3% | $98,442-77.0% | $85,850-73.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.33% | 21.76%-10.4pp | 1492.73%-1481.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,813 | $2,168-16.4% | $2,960-38.8% | $2,565-29.3% |
| Participant deferral / active EE | $3,805 | $3,166+20.2% | $4,276-11.0% | $3,952-3.7% |
| Admin fee / account holder | $3,237 | $4,593-29.5% | $5,949-45.6% | $6,260-48.3% |