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 5-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 | $8,322 | $58,208-85.7% | $81,812-89.8% | $80,856-89.7% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.3%+13.4pp | 67.6%+18.1pp |
| Annual return | 5.45% | 41.66%-36.2pp | 773.79%-768.3pp | 35.59%-30.1pp |
| Employer contribution / active EE | $1,431 | $2,340-38.8% | $2,912-50.9% | $2,755-48.0% |
| Participant deferral / active EE | $2,711 | $3,281-17.4% | $4,319-37.2% | $4,296-36.9% |
| Admin fee / account holder | $1,074 | $4,981-78.4% | $7,386-85.5% | $6,918-84.5% |