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 | $31,392 | $126,574-75.2% | $106,213-70.4% | $145,922-78.5% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 6.13% | 224.79%-218.7pp | 116.14%-110.0pp | 561.29%-555.2pp |
| Employer contribution / active EE | $1,557 | $3,730-58.3% | $3,171-50.9% | $4,660-66.6% |
| Participant deferral / active EE | $3,512 | $5,724-38.6% | $5,016-30.0% | $6,688-47.5% |
| Admin fee / account holder | $90,357 | $17,304+422.2% | $11,033+719.0% | $13,397+574.5% |