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 | $9,067 | $95,266-90.5% | $82,389-89.0% | $142,382-93.6% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.5%+12.8pp | 80.1%+2.2pp |
| Annual return | 6.52% | 25.74%-19.2pp | 28.67%-22.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,009 | $4,809-58.2% | $4,155-51.6% | $6,507-69.1% |
| Admin fee / account holder | $1,880 | $8,563-78.0% | $7,231-74.0% | $12,624-85.1% |