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 7-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 | $7,945 | $58,208-86.4% | $81,812-90.3% | $80,856-90.2% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 9.63% | 41.66%-32.0pp | 773.79%-764.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $958 | $2,340-59.1% | $2,912-67.1% | $2,755-65.2% |
| Participant deferral / active EE | $1,559 | $3,281-52.5% | $4,319-63.9% | $4,296-63.7% |
| Admin fee / account holder | $764 | $4,981-84.7% | $7,386-89.7% | $6,918-89.0% |