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 5-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 | $20,175 | $104,974-80.8% | $95,585-78.9% | $142,382-85.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 6.89% | 210.33%-203.4pp | 38.56%-31.7pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,486 | $2,779-46.5% | $2,527-41.2% | $4,299-65.4% |
| Participant deferral / active EE | $2,794 | $4,352-35.8% | $4,023-30.6% | $6,507-57.1% |
| Admin fee / account holder | $1,871 | $6,386-70.7% | $6,127-69.5% | $12,624-85.2% |