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 | $45,895 | $85,202-46.1% | $172,739-73.4% | $72,985-37.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.00% | 27.32%-24.3pp | 802.84%-799.8pp | 81.00%-78.0pp |
| Employer contribution / active EE | $3,178 | $3,324-4.4% | $5,143-38.2% | $2,440+30.3% |
| Participant deferral / active EE | $1,613 | $3,260-50.5% | $5,198-69.0% | $3,607-55.3% |
| Admin fee / account holder | $3,147 | $5,884-46.5% | $13,954-77.4% | $5,124-38.6% |