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 | $7,792 | $30,400-74.4% | $53,898-85.5% | $84,808-90.8% |
| Participation rate | 91.7% | 46.4%+45.2pp | 55.0%+36.7pp | 68.3%+23.4pp |
| Annual return | 12.31% | 500.19%-487.9pp | 528.60%-516.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,031 | $603+237.0% | $932+118.0% | $2,631-22.8% |
| Participant deferral / active EE | $3,055 | $1,199+154.9% | $1,826+67.3% | $4,212-27.5% |
| Admin fee / account holder | $4,018 | $1,993+101.6% | $2,491+61.3% | $7,344-45.3% |