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 | $16,420 | $74,888-78.1% | $71,209-76.9% | $142,382-88.5% |
| Participation rate | 86.4% | 76.2%+10.1pp | 73.8%+12.6pp | 80.1%+6.2pp |
| Annual return | 11.04% | 345.14%-334.1pp | 282.51%-271.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $932 | $2,854-67.4% | $2,721-65.8% | $4,299-78.3% |
| Participant deferral / active EE | $1,353 | $4,454-69.6% | $4,175-67.6% | $6,507-79.2% |
| Admin fee / account holder | $1,168 | $5,568-79.0% | $5,349-78.2% | $12,624-90.7% |