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 | $12,755 | $56,053-77.2% | $75,972-83.2% | $80,856-84.2% |
| Participation rate | 97.7% | 62.0%+35.6pp | 69.1%+28.6pp | 67.6%+30.0pp |
| Annual return | 7.63% | 20.53%-12.9pp | 359.55%-351.9pp | 35.59%-28.0pp |
| Employer contribution / active EE | $3,818 | $1,874+103.7% | $2,685+42.2% | $2,755+38.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,383 | $5,234-54.5% | $6,467-63.2% | $6,918-65.6% |