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 7-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 | $20,767 | $99,020-79.0% | $86,590-76.0% | $147,584-85.9% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 8.47% | 1312.34%-1303.9pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,791 | $3,132-42.8% | $2,839-36.9% | $4,876-63.3% |
| Participant deferral / active EE | $2,203 | $3,972-44.5% | $3,609-38.9% | $5,439-59.5% |
| Admin fee / account holder | $406 | $5,710-92.9% | $4,906-91.7% | $10,885-96.3% |