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 8-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 | $20,501 | $176,056-88.4% | $159,436-87.1% | $167,490-87.8% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 8.77% | 331.75%-323.0pp | 263.57%-254.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,576 | $5,297-70.2% | $4,829-67.4% | $4,837-67.4% |
| Participant deferral / active EE | $4,744 | $7,750-38.8% | $7,352-35.5% | $6,341-25.2% |
| Admin fee / account holder | $664 | $12,554-94.7% | $10,799-93.8% | $12,309-94.6% |