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 | $3,572 | $24,730-85.6% | $66,042-94.6% | $84,808-95.8% |
| Participation rate | 89.2% | 68.1%+21.1pp | 67.5%+21.6pp | 68.3%+20.8pp |
| Annual return | 12.08% | 79.55%-67.5pp | 52.11%-40.0pp | 40.90%-28.8pp |
| Employer contribution / active EE | $659 | $857-23.1% | $1,579-58.3% | $2,631-74.9% |
| Participant deferral / active EE | $1,235 | $1,737-28.9% | $2,835-56.4% | $4,212-70.7% |
| Admin fee / account holder | $538 | $3,014-82.1% | $5,747-90.6% | $7,344-92.7% |