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 | $16,297 | $27,915-41.6% | $58,482-72.1% | $75,163-78.3% |
| Participation rate | 77.3% | 38.8%+38.5pp | 50.9%+26.5pp | 67.2%+10.1pp |
| Annual return | 13.24% | 44.20%-31.0pp | 4239.32%-4226.1pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,353 | $669+102.2% | $1,053+28.5% | $2,670-49.3% |
| Participant deferral / active EE | $1,752 | $1,201+45.9% | $1,924-8.9% | $4,125-57.5% |
| Admin fee / account holder | $1,041 | $1,726-39.7% | $2,516-58.6% | $5,651-81.6% |