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 | $22,972 | $88,751-74.1% | $81,812-71.9% | $145,922-84.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 4.90% | 1025.40%-1020.5pp | 773.79%-768.9pp | 561.29%-556.4pp |
| Employer contribution / active EE | $700 | $3,083-77.3% | $2,912-76.0% | $4,660-85.0% |
| Participant deferral / active EE | $2,641 | $4,643-43.1% | $4,319-38.8% | $6,688-60.5% |
| Admin fee / account holder | $24,129 | $8,415+186.7% | $7,386+226.7% | $13,397+80.1% |