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 7-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 | $20,808 | $118,849-82.5% | $96,562-78.5% | $167,490-87.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 1.76% | 50.49%-48.7pp | 37.78%-36.0pp | 478.56%-476.8pp |
| Employer contribution / active EE | $747 | $3,120-76.0% | $2,356-68.3% | $4,837-84.6% |
| Participant deferral / active EE | $4,150 | $4,616-10.1% | $3,849+7.8% | $6,341-34.6% |
| Admin fee / account holder | $1,814 | $8,065-77.5% | $6,181-70.7% | $12,309-85.3% |