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 | $66,899 | $108,919-38.6% | $100,391-33.4% | $145,922-54.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.48% | 57.88%-49.4pp | 49.20%-40.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,704 | $4,419-61.5% | $3,942-56.8% | $4,660-63.4% |
| Participant deferral / active EE | $3,591 | $8,445-57.5% | $8,082-55.6% | $6,688-46.3% |
| Admin fee / account holder | $557 | $9,689-94.3% | $7,899-93.0% | $13,397-95.8% |