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 3-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 | $1,915 | $24,730-92.3% | $66,042-97.1% | $84,808-97.7% |
| Participation rate | 87.8% | 68.1%+19.7pp | 67.5%+20.3pp | 68.3%+19.5pp |
| Annual return | 9.76% | 79.55%-69.8pp | 52.11%-42.4pp | 40.90%-31.1pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $937 | $1,737-46.1% | $2,835-67.0% | $4,212-77.8% |
| Admin fee / account holder | $785 | $3,014-74.0% | $5,747-86.3% | $7,344-89.3% |