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 6-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 | $16,421 | $111,724-85.3% | $93,606-82.5% | $145,922-88.7% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 7.46% | 202.98%-195.5pp | 133.20%-125.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $801 | $3,090-74.1% | $2,420-66.9% | $4,660-82.8% |
| Participant deferral / active EE | $2,224 | $4,912-54.7% | $4,411-49.6% | $6,688-66.7% |
| Admin fee / account holder | $2,857 | $10,250-72.1% | $8,285-65.5% | $13,397-78.7% |