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 | $23,330-86.6% | $64,489-95.2% | $82,448-96.2% |
| Participation rate | 91.1% | 68.3%+22.9pp | 67.7%+23.4pp | 68.1%+23.1pp |
| Annual return | 12.76% | 83.66%-70.9pp | 55.03%-42.3pp | 41.64%-28.9pp |
| Employer contribution / active EE | $747 | $824-9.3% | $1,523-50.9% | $2,551-70.7% |
| Participant deferral / active EE | $1,439 | $1,707-15.7% | $2,778-48.2% | $4,139-65.2% |
| Admin fee / account holder | $1,307 | $2,946-55.6% | $4,260-69.3% | $7,234-81.9% |