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 | $10,167 | $100,852-89.9% | $90,404-88.8% | $158,922-93.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 3.72% | 1724.20%-1720.5pp | 1293.02%-1289.3pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,327 | $3,689-64.0% | $3,262-59.3% | $4,761-72.1% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $787 | $6,501-87.9% | $5,611-86.0% | $11,246-93.0% |