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 | $73,488 | $49,922+47.2% | $80,569-8.8% | $75,163-2.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 10.08% | 34.69%-24.6pp | 935.43%-925.4pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,474 | $1,698-13.2% | $2,723-45.9% | $2,670-44.8% |
| Participant deferral / active EE | $1,641 | $2,990-45.1% | $4,447-63.1% | $4,125-60.2% |
| Admin fee / account holder | $763 | $3,577-78.7% | $5,377-85.8% | $5,651-86.5% |