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 6-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 | $21,707 | $49,922-56.5% | $80,569-73.1% | $75,163-71.1% |
| Participation rate | 96.2% | 55.3%+40.8pp | 67.0%+29.2pp | 67.2%+29.0pp |
| Annual return | 13.51% | 34.69%-21.2pp | 935.43%-921.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $6,877 | $1,698+305.0% | $2,723+152.5% | $2,670+157.6% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $370 | $3,577-89.6% | $5,377-93.1% | $5,651-93.4% |