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 | $5,567 | $72,071-92.3% | $68,368-91.9% | $137,256-95.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.09% | 353.14%-343.0pp | 292.57%-282.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,464 | $2,788-47.5% | $2,649-44.7% | $4,156-64.8% |
| Participant deferral / active EE | $2,373 | $4,410-46.2% | $4,123-42.5% | $6,407-63.0% |
| Admin fee / account holder | $458 | $5,336-91.4% | $5,150-91.1% | $12,270-96.3% |