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 | $21,109 | $80,717-73.8% | $154,803-86.4% | $84,808-75.1% |
| Participation rate | 70.5% | 66.8%+3.6pp | 78.1%-7.6pp | 68.3%+2.1pp |
| Annual return | 11.40% | 37.96%-26.6pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $648 | $2,761-76.6% | $4,305-85.0% | $2,631-75.4% |
| Participant deferral / active EE | $1,087 | $3,303-67.1% | $5,540-80.4% | $4,212-74.2% |
| Admin fee / account holder | $3,048 | $6,746-54.8% | $14,329-78.7% | $7,344-58.5% |