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 | $10,912 | $58,208-81.3% | $81,812-86.7% | $80,856-86.5% |
| Participation rate | 91.4% | 63.4%+28.0pp | 72.3%+19.1pp | 67.6%+23.8pp |
| Annual return | 5.62% | 41.66%-36.0pp | 773.79%-768.2pp | 35.59%-30.0pp |
| Employer contribution / active EE | $972 | $2,340-58.5% | $2,912-66.6% | $2,755-64.7% |
| Participant deferral / active EE | $1,342 | $3,281-59.1% | $4,319-68.9% | $4,296-68.8% |
| Admin fee / account holder | $1,261 | $4,981-74.7% | $7,386-82.9% | $6,918-81.8% |