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 | $30,400-92.6% | $53,898-95.8% | $84,808-97.4% |
| Participation rate | 79.5% | 46.4%+33.0pp | 55.0%+24.5pp | 68.3%+11.1pp |
| Annual return | 8.68% | 500.19%-491.5pp | 528.60%-519.9pp | 40.90%-32.2pp |
| Employer contribution / active EE | $260 | $603-56.9% | $932-72.1% | $2,631-90.1% |
| Participant deferral / active EE | $557 | $1,199-53.6% | $1,826-69.5% | $4,212-86.8% |
| Admin fee / account holder | $528 | $1,993-73.5% | $2,491-78.8% | $7,344-92.8% |