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 | $17,807 | $84,233-78.9% | $170,442-89.6% | $70,131-74.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.64% | 23.06%-14.4pp | 205.93%-197.3pp | 73.14%-64.5pp |
| Employer contribution / active EE | $4,176 | $3,387+23.3% | $5,433-23.1% | $2,342+78.3% |
| Participant deferral / active EE | $2,360 | $3,086-23.5% | $4,939-52.2% | $3,332-29.2% |
| Admin fee / account holder | $1,411 | $5,698-75.2% | $13,880-89.8% | $4,645-69.6% |