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 6-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 | $13,052 | $29,660-56.0% | $56,411-76.9% | $80,856-83.9% |
| Participation rate | 89.2% | 41.6%+47.5pp | 52.5%+36.7pp | 67.6%+21.6pp |
| Annual return | 1.61% | 35.23%-33.6pp | 1701.33%-1699.7pp | 35.59%-34.0pp |
| Employer contribution / active EE | $1,209 | $669+80.7% | $1,039+16.4% | $2,755-56.1% |
| Participant deferral / active EE | $2,271 | $1,226+85.2% | $1,952+16.3% | $4,296-47.1% |
| Admin fee / account holder | $548 | $2,428-77.4% | $2,829-80.6% | $6,918-92.1% |