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 3-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 | $1,927 | $29,660-93.5% | $56,411-96.6% | $80,856-97.6% |
| Participation rate | 85.2% | 41.6%+43.5pp | 52.5%+32.7pp | 67.6%+17.5pp |
| Annual return | 4.48% | 35.23%-30.7pp | 1701.33%-1696.8pp | 35.59%-31.1pp |
| Employer contribution / active EE | $798 | $669+19.2% | $1,039-23.2% | $2,755-71.0% |
| Participant deferral / active EE | $1,002 | $1,226-18.3% | $1,952-48.7% | $4,296-76.7% |
| Admin fee / account holder | $314 | $2,428-87.1% | $2,829-88.9% | $6,918-95.5% |