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 | $46,567 | $209,411-77.8% | $178,490-73.9% | $158,922-70.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.50% | 188.75%-185.3pp | 151.07%-147.6pp | 302.83%-299.3pp |
| Employer contribution / active EE | $2,214 | $5,706-61.2% | $5,011-55.8% | $4,761-53.5% |
| Participant deferral / active EE | $3,927 | $5,954-34.0% | $5,202-24.5% | $5,982-34.4% |
| Admin fee / account holder | $1,774 | $17,074-89.6% | $13,984-87.3% | $11,246-84.2% |