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 | $40,509 | $58,208-30.4% | $81,812-50.5% | $80,856-49.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 7.82% | 41.66%-33.8pp | 773.79%-766.0pp | 35.59%-27.8pp |
| Employer contribution / active EE | $2,670 | $2,340+14.1% | $2,912-8.3% | $2,755-3.1% |
| Participant deferral / active EE | $3,907 | $3,281+19.1% | $4,319-9.5% | $4,296-9.0% |
| Admin fee / account holder | $1,001 | $4,981-79.9% | $7,386-86.5% | $6,918-85.5% |