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 | $74,988 | $86,286-13.1% | $111,297-32.6% | $85,850-12.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 6.58% | 19.99%-13.4pp | 54.65%-48.1pp | 318.53%-312.0pp |
| Employer contribution / active EE | $6,559 | $2,043+221.0% | $2,731+140.2% | $2,565+155.7% |
| Participant deferral / active EE | $4,551 | $3,641+25.0% | $4,487+1.4% | $3,952+15.2% |
| Admin fee / account holder | $2,100 | $8,188-74.4% | $7,964-73.6% | $6,260-66.5% |