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 | $11,473 | $57,281-80.0% | $86,612-86.8% | $75,163-84.7% |
| Participation rate | 85.7% | 63.2%+22.5pp | 71.7%+14.0pp | 67.2%+18.5pp |
| Annual return | 13.37% | 2670.75%-2657.4pp | 591.07%-577.7pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,480 | $2,314-36.0% | $3,022-51.0% | $2,670-44.6% |
| Participant deferral / active EE | $1,978 | $3,318-40.4% | $4,438-55.4% | $4,125-52.0% |
| Admin fee / account holder | $1,509 | $4,112-63.3% | $5,614-73.1% | $5,651-73.3% |