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 | $25,288 | $63,346-60.1% | $92,233-72.6% | $70,131-63.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.10% | 530.12%-519.0pp | 176.28%-165.2pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,647 | $2,471+7.1% | $3,679-28.1% | $2,342+13.0% |
| Participant deferral / active EE | $4,169 | $2,854+46.1% | $3,897+7.0% | $3,332+25.1% |
| Admin fee / account holder | $1,691 | $3,840-56.0% | $5,194-67.4% | $4,645-63.6% |