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 | $14,275 | $80,717-82.3% | $154,803-90.8% | $84,808-83.2% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.5pp | 68.3%+29.3pp |
| Annual return | 10.27% | 37.96%-27.7pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $561 | $2,761-79.7% | $4,305-87.0% | $2,631-78.7% |
| Participant deferral / active EE | $2,441 | $3,303-26.1% | $5,540-55.9% | $4,212-42.0% |
| Admin fee / account holder | $2,741 | $6,746-59.4% | $14,329-80.9% | $7,344-62.7% |