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 | $2,424 | $29,667-91.8% | $56,441-95.7% | $80,874-97.0% |
| Participation rate | 72.5% | 41.7%+30.8pp | 52.5%+20.0pp | 67.6%+4.8pp |
| Annual return | 8.94% | 35.22%-26.3pp | 1704.21%-1695.3pp | 35.62%-26.7pp |
| Employer contribution / active EE | $399 | $669-40.4% | $1,039-61.6% | $2,756-85.5% |
| Participant deferral / active EE | $400 | $1,227-67.4% | $1,953-79.5% | $4,297-90.7% |
| Admin fee / account holder | $360 | $2,429-85.2% | $2,829-87.3% | $6,935-94.8% |