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 | $9,639 | $97,125-90.1% | $86,233-88.8% | $137,256-93.0% |
| Participation rate | 78.6% | 74.2%+4.4pp | 69.0%+9.6pp | 80.0%-1.4pp |
| Annual return | 4.28% | 74.19%-69.9pp | 61.39%-57.1pp | 220.34%-216.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,932 | $5,180+33.8% | $4,559+52.0% | $6,407+8.2% |
| Admin fee / account holder | $5,129 | $9,725-47.3% | $8,342-38.5% | $12,270-58.2% |