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 10-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 | $21,587 | $22,587-4.4% | $65,255-66.9% | $75,163-71.3% |
| Participation rate | 91.5% | 63.1%+28.4pp | 65.0%+26.5pp | 67.2%+24.3pp |
| Annual return | 11.63% | 71.03%-59.4pp | 47.35%-35.7pp | 160.62%-149.0pp |
| Employer contribution / active EE | $5,321 | $941+465.7% | $1,691+214.6% | $2,670+99.3% |
| Participant deferral / active EE | $1,419 | $1,695-16.3% | $2,831-49.9% | $4,125-65.6% |
| Admin fee / account holder | $1,271 | $1,876-32.3% | $4,112-69.1% | $5,651-77.5% |