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 | $22,588 | $100,852-77.6% | $90,404-75.0% | $158,922-85.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.09% | 1724.20%-1719.1pp | 1293.02%-1287.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,265 | $3,689-65.7% | $3,262-61.2% | $4,761-73.4% |
| Participant deferral / active EE | $3,265 | $4,348-24.9% | $3,963-17.6% | $5,982-45.4% |
| Admin fee / account holder | $1,110 | $6,501-82.9% | $5,611-80.2% | $11,246-90.1% |