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 10-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 | $25,895 | $91,190-71.6% | $178,490-85.5% | $79,858-67.6% |
| Participation rate | 81.3% | 69.2%+12.0pp | 81.9%-0.7pp | 69.6%+11.6pp |
| Annual return | 5.25% | 24.19%-18.9pp | 151.07%-145.8pp | 31.71%-26.5pp |
| Employer contribution / active EE | $668 | $3,256-79.5% | $5,011-86.7% | $2,471-73.0% |
| Participant deferral / active EE | $2,536 | $3,236-21.6% | $5,202-51.2% | $3,740-32.2% |
| Admin fee / account holder | $1,584 | $6,751-76.5% | $13,984-88.7% | $5,306-70.2% |