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 | $4,184 | $23,330-82.1% | $64,489-93.5% | $82,448-94.9% |
| Participation rate | 89.6% | 68.3%+21.3pp | 67.7%+21.9pp | 68.1%+21.5pp |
| Annual return | 13.20% | 83.66%-70.5pp | 55.03%-41.8pp | 41.64%-28.4pp |
| Employer contribution / active EE | $884 | $824+7.2% | $1,523-42.0% | $2,551-65.4% |
| Participant deferral / active EE | $2,184 | $1,707+27.9% | $2,778-21.4% | $4,139-47.2% |
| Admin fee / account holder | $1,255 | $2,946-57.4% | $4,260-70.5% | $7,234-82.6% |