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 | $26,563 | $65,409-59.4% | $98,442-73.0% | $85,850-69.1% |
| Participation rate | 80.8% | 65.0%+15.8pp | 73.3%+7.4pp | 69.3%+11.5pp |
| Annual return | 11.66% | 21.76%-10.1pp | 1492.73%-1481.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,134 | $2,168-1.5% | $2,960-27.9% | $2,565-16.8% |
| Participant deferral / active EE | $3,710 | $3,166+17.2% | $4,276-13.2% | $3,952-6.1% |
| Admin fee / account holder | $1,036 | $4,593-77.4% | $5,949-82.6% | $6,260-83.5% |