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 | $73,444 | $110,257-33.4% | $96,544-23.9% | $139,434-47.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 5.58% | 26.32%-20.7pp | 25.84%-20.3pp | 372.94%-367.4pp |
| Employer contribution / active EE | $10,020 | $3,620+176.8% | $2,965+238.0% | $4,751+110.9% |
| Participant deferral / active EE | $2,206 | $5,548-60.2% | $4,851-54.5% | $6,710-67.1% |
| Admin fee / account holder | $1,903 | $11,591-83.6% | $8,252-76.9% | $11,403-83.3% |