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 | $15,870 | $58,208-72.7% | $81,812-80.6% | $80,856-80.4% |
| Participation rate | 90.9% | 63.4%+27.5pp | 72.3%+18.6pp | 67.6%+23.3pp |
| Annual return | 8.76% | 41.66%-32.9pp | 773.79%-765.0pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,774 | $2,340-24.2% | $2,912-39.1% | $2,755-35.6% |
| Participant deferral / active EE | $3,940 | $3,281+20.1% | $4,319-8.8% | $4,296-8.3% |
| Admin fee / account holder | $2,914 | $4,981-41.5% | $7,386-60.5% | $6,918-57.9% |