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 | $2,460 | $24,730-90.1% | $66,042-96.3% | $84,808-97.1% |
| Participation rate | 89.7% | 68.1%+21.6pp | 67.5%+22.1pp | 68.3%+21.3pp |
| Annual return | 11.54% | 79.55%-68.0pp | 52.11%-40.6pp | 40.90%-29.4pp |
| Employer contribution / active EE | $591 | $857-31.0% | $1,579-62.5% | $2,631-77.5% |
| Participant deferral / active EE | $1,336 | $1,737-23.1% | $2,835-52.9% | $4,212-68.3% |
| Admin fee / account holder | $688 | $3,014-77.2% | $5,747-88.0% | $7,344-90.6% |