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 | $78,069 | $118,680-34.2% | $98,907-21.1% | $158,922-50.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 1.16% | 372.35%-371.2pp | 196.43%-195.3pp | 302.83%-301.7pp |
| Employer contribution / active EE | $1,815 | $3,333-45.5% | $2,689-32.5% | $4,761-61.9% |
| Participant deferral / active EE | $3,538 | $5,088-30.5% | $4,244-16.6% | $5,982-40.8% |
| Admin fee / account holder | $2,113 | $10,131-79.1% | $6,642-68.2% | $11,246-81.2% |