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 4-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 | $8,290 | $25,014-66.9% | $69,647-88.1% | $80,856-89.7% |
| Participation rate | 92.3% | 64.2%+28.1pp | 66.5%+25.9pp | 67.6%+24.7pp |
| Annual return | -1.61% | 19.07%-20.7pp | 100.48%-102.1pp | 35.59%-37.2pp |
| Employer contribution / active EE | $1,373 | $993+38.3% | $1,712-19.8% | $2,755-50.2% |
| Participant deferral / active EE | $2,296 | $1,839+24.9% | $2,886-20.4% | $4,296-46.5% |
| Admin fee / account holder | $836 | $2,488-66.4% | $4,713-82.3% | $6,918-87.9% |