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 | $11,787 | $57,281-79.4% | $86,612-86.4% | $75,163-84.3% |
| Participation rate | 94.1% | 63.2%+30.9pp | 71.7%+22.4pp | 67.2%+26.9pp |
| Annual return | 7.35% | 2670.75%-2663.4pp | 591.07%-583.7pp | 160.62%-153.3pp |
| Employer contribution / active EE | $1,259 | $2,314-45.6% | $3,022-58.3% | $2,670-52.8% |
| Participant deferral / active EE | $1,667 | $3,318-49.8% | $4,438-62.4% | $4,125-59.6% |
| Admin fee / account holder | $2,544 | $4,112-38.1% | $5,614-54.7% | $5,651-55.0% |