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 | $2,774 | $25,014-88.9% | $69,647-96.0% | $80,856-96.6% |
| Participation rate | 81.4% | 64.2%+17.2pp | 66.5%+15.0pp | 67.6%+13.8pp |
| Annual return | 4.30% | 19.07%-14.8pp | 100.48%-96.2pp | 35.59%-31.3pp |
| Employer contribution / active EE | $524 | $993-47.2% | $1,712-69.4% | $2,755-81.0% |
| Participant deferral / active EE | $1,016 | $1,839-44.7% | $2,886-64.8% | $4,296-76.3% |
| Admin fee / account holder | $952 | $2,488-61.7% | $4,713-79.8% | $6,918-86.2% |