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 | $2,244 | $29,319-92.3% | $52,425-95.7% | $82,448-97.3% |
| Participation rate | 79.5% | 46.9%+32.6pp | 55.6%+23.8pp | 68.1%+11.4pp |
| Annual return | 8.68% | 535.20%-526.5pp | 302.12%-293.4pp | 41.64%-33.0pp |
| Employer contribution / active EE | $260 | $586-55.7% | $914-71.6% | $2,551-89.8% |
| Participant deferral / active EE | $557 | $1,171-52.5% | $1,790-68.9% | $4,139-86.6% |
| Admin fee / account holder | $528 | $1,962-73.1% | $2,495-78.8% | $7,234-92.7% |