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 | $3,116 | $24,730-87.4% | $66,042-95.3% | $84,808-96.3% |
| Participation rate | 91.1% | 68.1%+23.0pp | 67.5%+23.6pp | 68.3%+22.8pp |
| Annual return | 12.76% | 79.55%-66.8pp | 52.11%-39.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $747 | $857-12.8% | $1,579-52.7% | $2,631-71.6% |
| Participant deferral / active EE | $1,439 | $1,737-17.2% | $2,835-49.3% | $4,212-65.8% |
| Admin fee / account holder | $1,307 | $3,014-56.6% | $5,747-77.3% | $7,344-82.2% |