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 8-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 | $2,912 | $27,915-89.6% | $58,482-95.0% | $75,163-96.1% |
| Participation rate | 92.0% | 38.8%+53.2pp | 50.9%+41.1pp | 67.2%+24.8pp |
| Annual return | 4.67% | 44.20%-39.5pp | 4239.32%-4234.6pp | 160.62%-155.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,261 | $1,201+5.0% | $1,924-34.4% | $4,125-69.4% |
| Admin fee / account holder | $444 | $1,726-74.3% | $2,516-82.4% | $5,651-92.2% |