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 | $18,598 | $90,348-79.4% | $75,972-75.5% | $145,922-87.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 5.05% | 620.88%-615.8pp | 359.55%-354.5pp | 561.29%-556.2pp |
| Employer contribution / active EE | $1,516 | $3,311-54.2% | $2,685-43.5% | $4,660-67.5% |
| Participant deferral / active EE | $3,152 | $5,162-38.9% | $4,255-25.9% | $6,688-52.9% |
| Admin fee / account holder | $1,920 | $8,467-77.3% | $6,467-70.3% | $13,397-85.7% |