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 | $4,836 | $27,641-82.5% | $61,373-92.1% | $68,494-92.9% |
| Participation rate | 96.4% | 39.5%+56.9pp | 52.6%+43.9pp | 67.9%+28.5pp |
| Annual return | -24.29% | -13.24%-11.1pp | 338.61%-362.9pp | -7.84%-16.4pp |
| Employer contribution / active EE | $465 | $695-33.2% | $1,159-59.9% | $2,596-82.1% |
| Participant deferral / active EE | $1,686 | $1,263+33.5% | $2,125-20.7% | $4,027-58.1% |
| Admin fee / account holder | $872 | $2,010-56.6% | $2,130-59.0% | $5,403-83.9% |