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 | $23,089 | $27,915-17.3% | $58,482-60.5% | $75,163-69.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 13.77% | 44.20%-30.4pp | 4239.32%-4225.5pp | 160.62%-146.8pp |
| Employer contribution / active EE | $5,307 | $669+693.2% | $1,053+403.8% | $2,670+98.8% |
| Participant deferral / active EE | $1,071 | $1,201-10.8% | $1,924-44.3% | $4,125-74.0% |
| Admin fee / account holder | $1,082 | $1,726-37.3% | $2,516-57.0% | $5,651-80.9% |