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 | $14,820 | $65,409-77.3% | $98,442-84.9% | $85,850-82.7% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.3%+18.7pp |
| Annual return | 7.30% | 21.76%-14.5pp | 1492.73%-1485.4pp | 318.53%-311.2pp |
| Employer contribution / active EE | $1,144 | $2,168-47.2% | $2,960-61.4% | $2,565-55.4% |
| Participant deferral / active EE | $2,055 | $3,166-35.1% | $4,276-51.9% | $3,952-48.0% |
| Admin fee / account holder | $426 | $4,593-90.7% | $5,949-92.8% | $6,260-93.2% |