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 | $34,489 | $99,020-65.2% | $86,590-60.2% | $147,584-76.6% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 7.29% | 1312.34%-1305.0pp | 964.84%-957.6pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,379 | $3,132-56.0% | $2,839-51.4% | $4,876-71.7% |
| Participant deferral / active EE | $2,892 | $3,972-27.2% | $3,609-19.9% | $5,439-46.8% |
| Admin fee / account holder | $826 | $5,710-85.5% | $4,906-83.2% | $10,885-92.4% |