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 | $2,204 | $29,660-92.6% | $56,411-96.1% | $80,856-97.3% |
| Participation rate | 94.4% | 41.6%+52.8pp | 52.5%+42.0pp | 67.6%+26.8pp |
| Annual return | 6.40% | 35.23%-28.8pp | 1701.33%-1694.9pp | 35.59%-29.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,663 | $1,226+35.6% | $1,952-14.8% | $4,296-61.3% |
| Admin fee / account holder | $732 | $2,428-69.9% | $2,829-74.1% | $6,918-89.4% |