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 | $53,515 | $114,381-53.2% | $107,525-50.2% | $142,382-62.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.73% | 242.71%-238.0pp | 181.32%-176.6pp | 217.08%-212.3pp |
| Employer contribution / active EE | $3,877 | $4,015-3.4% | $3,754+3.3% | $4,299-9.8% |
| Participant deferral / active EE | $3,725 | $5,564-33.1% | $5,116-27.2% | $6,507-42.8% |
| Admin fee / account holder | $529 | $9,860-94.6% | $8,919-94.1% | $12,624-95.8% |