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 | $37,927 | $104,974-63.9% | $95,585-60.3% | $142,382-73.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 9.55% | 210.33%-200.8pp | 38.56%-29.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,518 | $2,779-45.4% | $2,527-39.9% | $4,299-64.7% |
| Participant deferral / active EE | $2,992 | $4,352-31.3% | $4,023-25.6% | $6,507-54.0% |
| Admin fee / account holder | $646 | $6,386-89.9% | $6,127-89.5% | $12,624-94.9% |