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 | $22,103 | $81,625-72.9% | $58,482-62.2% | $139,434-84.1% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 6.98% | 7404.20%-7397.2pp | 4239.32%-4232.3pp | 372.94%-366.0pp |
| Employer contribution / active EE | $181 | $1,398-87.0% | $1,053-82.8% | $4,751-96.2% |
| Participant deferral / active EE | $633 | $2,557-75.2% | $1,924-67.1% | $6,710-90.6% |
| Admin fee / account holder | $1,658 | $3,265-49.2% | $2,516-34.1% | $11,403-85.5% |