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 | $50,272 | $100,852-50.2% | $90,404-44.4% | $158,922-68.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 2.67% | 1724.20%-1721.5pp | 1293.02%-1290.3pp | 302.83%-300.2pp |
| Employer contribution / active EE | $1,058 | $3,689-71.3% | $3,262-67.6% | $4,761-77.8% |
| Participant deferral / active EE | $4,051 | $4,348-6.8% | $3,963+2.2% | $5,982-32.3% |
| Admin fee / account holder | $601 | $6,501-90.8% | $5,611-89.3% | $11,246-94.7% |