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 | $2,988 | $24,730-87.9% | $66,042-95.5% | $84,808-96.5% |
| Participation rate | 90.9% | 68.1%+22.8pp | 67.5%+23.4pp | 68.3%+22.6pp |
| Annual return | 8.95% | 79.55%-70.6pp | 52.11%-43.2pp | 40.90%-31.9pp |
| Employer contribution / active EE | $552 | $857-35.6% | $1,579-65.1% | $2,631-79.0% |
| Participant deferral / active EE | $985 | $1,737-43.3% | $2,835-65.3% | $4,212-76.6% |
| Admin fee / account holder | $799 | $3,014-73.5% | $5,747-86.1% | $7,344-89.1% |