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 | $45,507 | $61,774-26.3% | $97,226-53.2% | $80,856-43.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 8.10% | -557.90%+566.0pp | 75.13%-67.0pp | 35.59%-27.5pp |
| Employer contribution / active EE | $5,806 | $1,837+216.1% | $2,729+112.8% | $2,755+110.8% |
| Participant deferral / active EE | $2,959 | $3,029-2.3% | $4,264-30.6% | $4,296-31.1% |
| Admin fee / account holder | $4,322 | $5,166-16.3% | $5,654-23.5% | $6,918-37.5% |