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 4-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 | $8,647 | $76,407-88.7% | $150,298-94.2% | $82,448-89.5% |
| Participation rate | 86.8% | 66.4%+20.4pp | 77.8%+9.1pp | 68.1%+18.8pp |
| Annual return | 10.41% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $868 | $3,214-73.0% | $5,453-84.1% | $4,139-79.0% |
| Admin fee / account holder | $936 | $6,352-85.3% | $14,116-93.4% | $7,234-87.1% |