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 | $24,904 | $72,071-65.4% | $68,368-63.6% | $137,256-81.9% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 12.80% | 353.14%-340.3pp | 292.57%-279.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,157 | $2,788-22.6% | $2,649-18.6% | $4,156-48.1% |
| Participant deferral / active EE | $3,168 | $4,410-28.2% | $4,123-23.1% | $6,407-50.5% |
| Admin fee / account holder | $2,478 | $5,336-53.6% | $5,150-51.9% | $12,270-79.8% |