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 | $189,613-92.2% | $167,512-91.1% | $142,382-89.6% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 7.11% | 2024.68%-2017.6pp | 1615.79%-1608.7pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,385 | $4,349-68.2% | $3,882-64.3% | $4,299-67.8% |
| Participant deferral / active EE | $3,369 | $6,981-51.7% | $6,405-47.4% | $6,507-48.2% |
| Admin fee / account holder | $1,169 | $10,528-88.9% | $9,769-88.0% | $12,624-90.7% |