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 5-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 | $7,422 | $88,751-91.6% | $81,812-90.9% | $145,922-94.9% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 8.35% | 1025.40%-1017.0pp | 773.79%-765.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $570 | $3,083-81.5% | $2,912-80.4% | $4,660-87.8% |
| Participant deferral / active EE | $2,853 | $4,643-38.6% | $4,319-33.9% | $6,688-57.3% |
| Admin fee / account holder | $322 | $8,415-96.2% | $7,386-95.6% | $13,397-97.6% |