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 | $4,652 | $70,756-93.4% | $65,493-92.9% | $142,382-96.7% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 1.23% | 1754.89%-1753.7pp | 982.45%-981.2pp | 217.08%-215.8pp |
| Employer contribution / active EE | $1,060 | $2,881-63.2% | $2,574-58.8% | $4,299-75.3% |
| Participant deferral / active EE | $4,343 | $4,637-6.3% | $3,961+9.7% | $6,507-33.3% |
| Admin fee / account holder | $566 | $6,559-91.4% | $5,028-88.7% | $12,624-95.5% |