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 | $20,187 | $106,515-81.0% | $96,683-79.1% | $139,434-85.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.72% | 38.43%-30.7pp | 35.69%-28.0pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,500 | $4,103-63.4% | $3,737-59.9% | $4,751-68.4% |
| Participant deferral / active EE | $2,250 | $5,454-58.7% | $4,878-53.9% | $6,710-66.5% |
| Admin fee / account holder | $848 | $7,877-89.2% | $6,730-87.4% | $11,403-92.6% |