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 | $23,522 | $99,020-76.2% | $86,590-72.8% | $147,584-84.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.17% | 1312.34%-1304.2pp | 964.84%-956.7pp | 578.55%-570.4pp |
| Employer contribution / active EE | $2,325 | $3,132-25.8% | $2,839-18.1% | $4,876-52.3% |
| Participant deferral / active EE | $3,622 | $3,972-8.8% | $3,609+0.4% | $5,439-33.4% |
| Admin fee / account holder | $3,332 | $5,710-41.6% | $4,906-32.1% | $10,885-69.4% |