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 6-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 | $9,024 | $88,751-89.8% | $81,812-89.0% | $145,922-93.8% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.3%+14.0pp | 80.3%+6.1pp |
| Annual return | 7.31% | 1025.40%-1018.1pp | 773.79%-766.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,441 | $3,083-53.3% | $2,912-50.5% | $4,660-69.1% |
| Participant deferral / active EE | $3,440 | $4,643-25.9% | $4,319-20.3% | $6,688-48.6% |
| Admin fee / account holder | $678 | $8,415-91.9% | $7,386-90.8% | $13,397-94.9% |