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 3-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 | $7,427 | $90,348-91.8% | $75,972-90.2% | $145,922-94.9% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 3.62% | 620.88%-617.3pp | 359.55%-355.9pp | 561.29%-557.7pp |
| Employer contribution / active EE | $2,500 | $3,311-24.5% | $2,685-6.9% | $4,660-46.4% |
| Participant deferral / active EE | $3,280 | $5,162-36.5% | $4,255-22.9% | $6,688-51.0% |
| Admin fee / account holder | $1,955 | $8,467-76.9% | $6,467-69.8% | $13,397-85.4% |