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 8-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 | $11,238 | $88,751-87.3% | $81,812-86.3% | $145,922-92.3% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 7.80% | 1025.40%-1017.6pp | 773.79%-766.0pp | 561.29%-553.5pp |
| Employer contribution / active EE | $926 | $3,083-70.0% | $2,912-68.2% | $4,660-80.1% |
| Participant deferral / active EE | $2,016 | $4,643-56.6% | $4,319-53.3% | $6,688-69.9% |
| Admin fee / account holder | $1,281 | $8,415-84.8% | $7,386-82.7% | $13,397-90.4% |