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 | $23,330-89.5% | $64,489-96.2% | $82,448-97.0% |
| Participation rate | 89.7% | 68.3%+21.4pp | 67.7%+22.0pp | 68.1%+21.6pp |
| Annual return | 11.54% | 83.66%-72.1pp | 55.03%-43.5pp | 41.64%-30.1pp |
| Employer contribution / active EE | $591 | $824-28.3% | $1,523-61.2% | $2,551-76.8% |
| Participant deferral / active EE | $1,336 | $1,707-21.7% | $2,778-51.9% | $4,139-67.7% |
| Admin fee / account holder | $688 | $2,946-76.6% | $4,260-83.8% | $7,234-90.5% |