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 | $21,970 | $93,571-76.5% | $135,903-83.8% | $75,163-70.8% |
| Participation rate | 72.9% | 75.2%-2.3pp | 81.9%-9.0pp | 67.2%+5.7pp |
| Annual return | 8.93% | 30.90%-22.0pp | 68.23%-59.3pp | 160.62%-151.7pp |
| Employer contribution / active EE | $1,822 | $3,537-48.5% | $4,856-62.5% | $2,670-31.8% |
| Participant deferral / active EE | $3,446 | $6,404-46.2% | $7,758-55.6% | $4,125-16.5% |
| Admin fee / account holder | $2,192 | $6,975-68.6% | $10,762-79.6% | $5,651-61.2% |