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 | $88,911 | $183,519-51.6% | $155,509-42.8% | $145,922-39.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.76% | 61.17%-60.4pp | 64.67%-63.9pp | 561.29%-560.5pp |
| Employer contribution / active EE | $3,227 | $5,313-39.3% | $4,672-30.9% | $4,660-30.7% |
| Participant deferral / active EE | $2,072 | $6,462-67.9% | $5,626-63.2% | $6,688-69.0% |
| Admin fee / account holder | $6,721 | $19,313-65.2% | $15,912-57.8% | $13,397-49.8% |