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 | $16,477 | $57,281-71.2% | $86,612-81.0% | $75,163-78.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.77% | 2670.75%-2658.0pp | 591.07%-578.3pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,110 | $2,314-52.0% | $3,022-63.3% | $2,670-58.4% |
| Participant deferral / active EE | $2,819 | $3,318-15.0% | $4,438-36.5% | $4,125-31.7% |
| Admin fee / account holder | $3,557 | $4,112-13.5% | $5,614-36.6% | $5,651-37.1% |