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 | $3,271 | $23,330-86.0% | $64,489-94.9% | $82,448-96.0% |
| Participation rate | 81.6% | 68.3%+13.3pp | 67.7%+13.9pp | 68.1%+13.6pp |
| Annual return | 6.17% | 83.66%-77.5pp | 55.03%-48.9pp | 41.64%-35.5pp |
| Employer contribution / active EE | $264 | $824-68.0% | $1,523-82.7% | $2,551-89.7% |
| Participant deferral / active EE | $1,110 | $1,707-35.0% | $2,778-60.0% | $4,139-73.2% |
| Admin fee / account holder | $1,733 | $2,946-41.2% | $4,260-59.3% | $7,234-76.0% |