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 | $35,627 | $96,635-63.1% | $86,612-58.9% | $139,434-74.4% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 9.54% | 106.41%-96.9pp | 591.07%-581.5pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,930 | $3,263-40.8% | $3,022-36.1% | $4,751-59.4% |
| Participant deferral / active EE | $2,045 | $4,836-57.7% | $4,438-53.9% | $6,710-69.5% |
| Admin fee / account holder | $1,690 | $6,408-73.6% | $5,614-69.9% | $11,403-85.2% |