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 | $56,856 | $96,965-41.4% | $97,995-42.0% | $147,584-61.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 8.17% | 24.11%-15.9pp | 23.94%-15.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $12,621 | $4,536+178.2% | $4,158+203.5% | $4,876+158.8% |
| Participant deferral / active EE | $6,720 | $5,081+32.3% | $5,097+31.9% | $5,439+23.6% |
| Admin fee / account holder | $4,078 | $8,120-49.8% | $5,943-31.4% | $10,885-62.5% |