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 | $95,214 | $103,376-7.9% | $87,100+9.3% | $152,861-37.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 4.65% | 28.10%-23.4pp | 28.19%-23.5pp | 345.32%-340.7pp |
| Employer contribution / active EE | $1,252 | $3,220-61.1% | $2,521-50.3% | $4,762-73.7% |
| Participant deferral / active EE | $2,724 | $4,778-43.0% | $4,049-32.7% | $5,850-53.4% |
| Admin fee / account holder | $6,333 | $12,205-48.1% | $7,497-15.5% | $11,596-45.4% |