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 9-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 | $35,254 | $165,912-78.8% | $122,332-71.2% | $147,584-76.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 1.52% | 34.55%-33.0pp | 30.27%-28.8pp | 578.55%-577.0pp |
| Employer contribution / active EE | $1,221 | $5,754-78.8% | $4,050-69.8% | $4,876-75.0% |
| Participant deferral / active EE | $2,010 | $4,005-49.8% | $3,287-38.8% | $5,439-63.0% |
| Admin fee / account holder | $783 | $7,424-89.4% | $5,478-85.7% | $10,885-92.8% |