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 | $61,730 | $84,233-26.7% | $170,442-63.8% | $70,131-12.0% |
| Participation rate | 76.9% | 70.8%+6.1pp | 83.6%-6.7pp | 69.5%+7.4pp |
| Annual return | 11.88% | 23.06%-11.2pp | 205.93%-194.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $628 | $3,387-81.4% | $5,433-88.4% | $2,342-73.2% |
| Participant deferral / active EE | $1,943 | $3,086-37.0% | $4,939-60.7% | $3,332-41.7% |
| Admin fee / account holder | $779 | $5,698-86.3% | $13,880-94.4% | $4,645-83.2% |