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 | $23,330-91.8% | $64,489-97.0% | $82,448-97.7% |
| Participation rate | 86.3% | 68.3%+18.0pp | 67.7%+18.6pp | 68.1%+18.2pp |
| Annual return | 7.94% | 83.66%-75.7pp | 55.03%-47.1pp | 41.64%-33.7pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,092 | $1,707-36.0% | $2,778-60.7% | $4,139-73.6% |
| Admin fee / account holder | $1,059 | $2,946-64.0% | $4,260-75.1% | $7,234-85.4% |