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 | $5,871 | $24,730-76.3% | $66,042-91.1% | $84,808-93.1% |
| Participation rate | 72.9% | 68.1%+4.8pp | 67.5%+5.4pp | 68.3%+4.5pp |
| Annual return | 9.74% | 79.55%-69.8pp | 52.11%-42.4pp | 40.90%-31.2pp |
| Employer contribution / active EE | $746 | $857-13.0% | $1,579-52.8% | $2,631-71.7% |
| Participant deferral / active EE | $1,467 | $1,737-15.5% | $2,835-48.3% | $4,212-65.2% |
| Admin fee / account holder | $932 | $3,014-69.1% | $5,747-83.8% | $7,344-87.3% |