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 | $65,787 | $197,591-66.7% | $177,821-63.0% | $158,922-58.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.97% | 58.76%-52.8pp | 48.32%-42.4pp | 302.83%-296.9pp |
| Employer contribution / active EE | $1,598 | $6,697-76.1% | $5,918-73.0% | $4,761-66.4% |
| Participant deferral / active EE | $7,326 | $8,405-12.8% | $7,714-5.0% | $5,982+22.5% |
| Admin fee / account holder | $20,808 | $15,399+35.1% | $12,427+67.4% | $11,246+85.0% |