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 | $46,785 | $148,534-68.5% | $135,903-65.6% | $139,434-66.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.07% | 79.19%-75.1pp | 68.23%-64.2pp | 372.94%-368.9pp |
| Employer contribution / active EE | $2,718 | $5,243-48.2% | $4,856-44.0% | $4,751-42.8% |
| Participant deferral / active EE | $2,854 | $8,100-64.8% | $7,758-63.2% | $6,710-57.5% |
| Admin fee / account holder | $53,561 | $12,400+331.9% | $10,762+397.7% | $11,403+369.7% |