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 3-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 | $14,870 | $180,749-91.8% | $160,784-90.8% | $137,256-89.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 7.11% | 2234.46%-2227.3pp | 1803.92%-1796.8pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,385 | $4,155-66.7% | $3,733-62.9% | $4,156-66.7% |
| Participant deferral / active EE | $3,369 | $6,844-50.8% | $6,293-46.5% | $6,407-47.4% |
| Admin fee / account holder | $1,169 | $10,397-88.8% | $9,717-88.0% | $12,270-90.5% |