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 | $10,399 | $74,888-86.1% | $71,209-85.4% | $142,382-92.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.61% | 345.14%-335.5pp | 282.51%-272.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $988 | $2,854-65.4% | $2,721-63.7% | $4,299-77.0% |
| Participant deferral / active EE | $1,850 | $4,454-58.5% | $4,175-55.7% | $6,507-71.6% |
| Admin fee / account holder | $967 | $5,568-82.6% | $5,349-81.9% | $12,624-92.3% |