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 9-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 | $20,738 | $72,071-71.2% | $68,368-69.7% | $137,256-84.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 8.91% | 353.14%-344.2pp | 292.57%-283.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,535 | $2,788-45.0% | $2,649-42.1% | $4,156-63.1% |
| Participant deferral / active EE | $1,883 | $4,410-57.3% | $4,123-54.3% | $6,407-70.6% |
| Admin fee / account holder | $16,481 | $5,336+208.9% | $5,150+220.0% | $12,270+34.3% |