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 | $72,071-83.5% | $68,368-82.6% | $137,256-91.3% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 10.49% | 353.14%-342.7pp | 292.57%-282.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $805 | $2,788-71.1% | $2,649-69.6% | $4,156-80.6% |
| Participant deferral / active EE | $1,721 | $4,410-61.0% | $4,123-58.3% | $6,407-73.1% |
| Admin fee / account holder | $356 | $5,336-93.3% | $5,150-93.1% | $12,270-97.1% |