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 | $5,037 | $29,660-83.0% | $56,411-91.1% | $80,856-93.8% |
| Participation rate | 71.7% | 41.6%+30.1pp | 52.5%+19.3pp | 67.6%+4.1pp |
| Annual return | 0.51% | 35.23%-34.7pp | 1701.33%-1700.8pp | 35.59%-35.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,959 | $1,226+59.8% | $1,952+0.3% | $4,296-54.4% |
| Admin fee / account holder | $443 | $2,428-81.8% | $2,829-84.4% | $6,918-93.6% |