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 | $51,566 | $165,584-68.9% | $142,942-63.9% | $137,256-62.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 5.39% | 164.22%-158.8pp | 113.70%-108.3pp | 220.34%-215.0pp |
| Employer contribution / active EE | $1,098 | $4,725-76.8% | $4,139-73.5% | $4,156-73.6% |
| Participant deferral / active EE | $4,243 | $8,194-48.2% | $7,128-40.5% | $6,407-33.8% |
| Admin fee / account holder | $1,348 | $16,167-91.7% | $12,475-89.2% | $12,270-89.0% |