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 | $37,015 | $63,346-41.6% | $92,233-59.9% | $70,131-47.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.69% | 530.12%-521.4pp | 176.28%-167.6pp | 73.14%-64.4pp |
| Employer contribution / active EE | $676 | $2,471-72.6% | $3,679-81.6% | $2,342-71.1% |
| Participant deferral / active EE | $3,289 | $2,854+15.2% | $3,897-15.6% | $3,332-1.3% |
| Admin fee / account holder | $1,788 | $3,840-53.4% | $5,194-65.6% | $4,645-61.5% |