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 7-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 | $9,961 | $63,703-84.4% | $93,063-89.3% | $82,448-87.9% |
| Participation rate | 90.9% | 63.8%+27.1pp | 72.1%+18.8pp | 68.1%+22.8pp |
| Annual return | 10.21% | -775.43%+785.6pp | 34.15%-23.9pp | 41.64%-31.4pp |
| Employer contribution / active EE | $585 | $1,729-66.1% | $2,476-76.4% | $2,551-77.1% |
| Participant deferral / active EE | $2,486 | $2,919-14.8% | $3,958-37.2% | $4,139-39.9% |
| Admin fee / account holder | $568 | $5,982-90.5% | $6,033-90.6% | $7,234-92.2% |