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 | $11,891 | $74,888-84.1% | $71,209-83.3% | $142,382-91.6% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 10.49% | 345.14%-334.7pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $805 | $2,854-71.8% | $2,721-70.4% | $4,299-81.3% |
| Participant deferral / active EE | $1,721 | $4,454-61.4% | $4,175-58.8% | $6,507-73.6% |
| Admin fee / account holder | $356 | $5,568-93.6% | $5,349-93.3% | $12,624-97.2% |