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 | $6,172 | $74,888-91.8% | $71,209-91.3% | $142,382-95.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 12.29% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,208 | $2,854-57.7% | $2,721-55.6% | $4,299-71.9% |
| Participant deferral / active EE | $1,622 | $4,454-63.6% | $4,175-61.1% | $6,507-75.1% |
| Admin fee / account holder | $1,052 | $5,568-81.1% | $5,349-80.3% | $12,624-91.7% |