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 | $18,331 | $77,899-76.5% | $149,673-87.8% | $75,163-75.6% |
| Participation rate | 81.5% | 65.6%+15.9pp | 78.8%+2.7pp | 67.2%+14.3pp |
| Annual return | 11.46% | 31.72%-20.3pp | 134.42%-123.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,104 | $3,137-64.8% | $4,818-77.1% | $2,670-58.7% |
| Participant deferral / active EE | $2,745 | $3,411-19.5% | $5,680-51.7% | $4,125-33.5% |
| Admin fee / account holder | $486 | $5,956-91.8% | $13,210-96.3% | $5,651-91.4% |