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 | $23,563 | $102,966-77.1% | $90,281-73.9% | $152,861-84.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.00% | 95.16%-88.2pp | 78.10%-71.1pp | 345.32%-338.3pp |
| Employer contribution / active EE | $913 | $3,139-70.9% | $2,854-68.0% | $4,762-80.8% |
| Participant deferral / active EE | $3,747 | $4,281-12.5% | $3,885-3.6% | $5,850-36.0% |
| Admin fee / account holder | $1,658 | $6,171-73.1% | $5,351-69.0% | $11,596-85.7% |