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 | $43,973 | $89,753-51.0% | $107,525-59.1% | $84,808-48.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.63% | 29.48%-16.8pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $7,611 | $3,113+144.4% | $3,754+102.8% | $2,631+189.3% |
| Participant deferral / active EE | $2,686 | $4,056-33.8% | $5,116-47.5% | $4,212-36.2% |
| Admin fee / account holder | $4,764 | $7,222-34.0% | $8,919-46.6% | $7,344-35.1% |