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 | $74,888-72.3% | $71,209-70.9% | $142,382-85.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 8.91% | 345.14%-336.2pp | 282.51%-273.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,535 | $2,854-46.2% | $2,721-43.6% | $4,299-64.3% |
| Participant deferral / active EE | $1,883 | $4,454-57.7% | $4,175-54.9% | $6,507-71.1% |
| Admin fee / account holder | $16,481 | $5,568+196.0% | $5,349+208.1% | $12,624+30.6% |