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 | $34,199 | $94,625-63.9% | $116,228-70.6% | $84,808-59.7% |
| Participation rate | 95.5% | 70.4%+25.1pp | 74.6%+21.0pp | 68.3%+27.2pp |
| Annual return | 8.14% | 20.40%-12.3pp | 90.06%-81.9pp | 40.90%-32.8pp |
| Employer contribution / active EE | $1,254 | $2,347-46.6% | $2,994-58.1% | $2,631-52.3% |
| Participant deferral / active EE | $3,529 | $3,972-11.1% | $4,953-28.7% | $4,212-16.2% |
| Admin fee / account holder | $7,078 | $10,091-29.9% | $11,989-41.0% | $7,344-3.6% |