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 | $1,814 | $24,730-92.7% | $66,042-97.3% | $84,808-97.9% |
| Participation rate | 95.0% | 68.1%+26.9pp | 67.5%+27.5pp | 68.3%+26.7pp |
| Annual return | 5.58% | 79.55%-74.0pp | 52.11%-46.5pp | 40.90%-35.3pp |
| Employer contribution / active EE | $547 | $857-36.1% | $1,579-65.3% | $2,631-79.2% |
| Participant deferral / active EE | $1,115 | $1,737-35.8% | $2,835-60.7% | $4,212-73.5% |
| Admin fee / account holder | $1,029 | $3,014-65.8% | $5,747-82.1% | $7,344-86.0% |