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 | $47,835 | $104,251-54.1% | $91,001-47.4% | $147,584-67.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 2.01% | 27.06%-25.1pp | 4.60%-2.6pp | 578.55%-576.5pp |
| Employer contribution / active EE | $1,617 | $3,116-48.1% | $2,456-34.2% | $4,876-66.8% |
| Participant deferral / active EE | $3,067 | $4,195-26.9% | $3,547-13.5% | $5,439-43.6% |
| Admin fee / account holder | $1,721 | $8,948-80.8% | $5,417-68.2% | $10,885-84.2% |