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 | $20,074 | $57,281-65.0% | $86,612-76.8% | $75,163-73.3% |
| Participation rate | 88.6% | 63.2%+25.4pp | 71.7%+16.9pp | 67.2%+21.4pp |
| Annual return | 13.12% | 2670.75%-2657.6pp | 591.07%-577.9pp | 160.62%-147.5pp |
| Employer contribution / active EE | $864 | $2,314-62.7% | $3,022-71.4% | $2,670-67.6% |
| Participant deferral / active EE | $852 | $3,318-74.3% | $4,438-80.8% | $4,125-79.3% |
| Admin fee / account holder | $413 | $4,112-90.0% | $5,614-92.6% | $5,651-92.7% |