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 | $32,673 | $91,037-64.1% | $71,671-54.4% | $147,584-77.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 8.24% | 20.48%-12.2pp | 20.65%-12.4pp | 578.55%-570.3pp |
| Employer contribution / active EE | $7,013 | $3,327+110.8% | $2,460+185.1% | $4,876+43.8% |
| Participant deferral / active EE | $5,059 | $4,498+12.5% | $3,438+47.2% | $5,439-7.0% |
| Admin fee / account holder | $1,363 | $8,613-84.2% | $5,558-75.5% | $10,885-87.5% |