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 | $30,222 | $115,882-73.9% | $100,516-69.9% | $158,922-81.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.92% | 34.79%-27.9pp | 30.89%-24.0pp | 302.83%-295.9pp |
| Employer contribution / active EE | $9,641 | $4,103+135.0% | $3,418+182.1% | $4,761+102.5% |
| Participant deferral / active EE | $5,048 | $6,674-24.4% | $6,270-19.5% | $5,982-15.6% |
| Admin fee / account holder | $1,880 | $10,995-82.9% | $8,081-76.7% | $11,246-83.3% |