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 | $39,711 | $115,770-65.7% | $101,248-60.8% | $158,922-75.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.54% | 56.14%-49.6pp | 46.47%-39.9pp | 302.83%-296.3pp |
| Employer contribution / active EE | $1,393 | $4,175-66.6% | $3,660-61.9% | $4,761-70.8% |
| Participant deferral / active EE | $2,219 | $4,957-55.2% | $4,370-49.2% | $5,982-62.9% |
| Admin fee / account holder | $3,259 | $7,245-55.0% | $5,945-45.2% | $11,246-71.0% |