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 | $20,279 | $85,202-76.2% | $172,739-88.3% | $72,985-72.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.59% | 27.32%-21.7pp | 802.84%-797.3pp | 81.00%-75.4pp |
| Employer contribution / active EE | $4,189 | $3,324+26.0% | $5,143-18.5% | $2,440+71.7% |
| Participant deferral / active EE | $2,772 | $3,260-15.0% | $5,198-46.7% | $3,607-23.2% |
| Admin fee / account holder | $2,464 | $5,884-58.1% | $13,954-82.3% | $5,124-51.9% |