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 5-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 | $9,845 | $29,660-66.8% | $56,411-82.5% | $80,856-87.8% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 8.82% | 35.23%-26.4pp | 1701.33%-1692.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $2,541 | $669+279.7% | $1,039+144.7% | $2,755-7.8% |
| Participant deferral / active EE | $682 | $1,226-44.3% | $1,952-65.0% | $4,296-84.1% |
| Admin fee / account holder | $819 | $2,428-66.3% | $2,829-71.1% | $6,918-88.2% |