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 | $21,464 | $100,773-78.7% | $88,946-75.9% | $142,382-84.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 7.04% | 70.18%-63.1pp | 57.82%-50.8pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,935 | $2,918-33.7% | $2,555-24.3% | $4,299-55.0% |
| Participant deferral / active EE | $8,827 | $5,230+68.8% | $4,581+92.7% | $6,507+35.6% |
| Admin fee / account holder | $726 | $9,693-92.5% | $8,261-91.2% | $12,624-94.3% |