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 10-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 | $17,631 | $109,817-83.9% | $98,442-82.1% | $167,490-89.5% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 4.99% | 1956.69%-1951.7pp | 1492.73%-1487.7pp | 478.56%-473.6pp |
| Employer contribution / active EE | $1,836 | $3,224-43.0% | $2,960-38.0% | $4,837-62.0% |
| Participant deferral / active EE | $3,742 | $4,673-19.9% | $4,276-12.5% | $6,341-41.0% |
| Admin fee / account holder | $651 | $6,753-90.4% | $5,949-89.1% | $12,309-94.7% |