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 | $39,146 | $95,416-59.0% | $185,823-78.9% | $85,850-54.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.11% | 23.59%-13.5pp | 122.05%-111.9pp | 318.53%-308.4pp |
| Employer contribution / active EE | $5,931 | $3,314+79.0% | $5,167+14.8% | $2,565+131.2% |
| Participant deferral / active EE | $3,892 | $3,423+13.7% | $5,568-30.1% | $3,952-1.5% |
| Admin fee / account holder | $2,750 | $7,213-61.9% | $16,237-83.1% | $6,260-56.1% |