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 | $14,966 | $85,202-82.4% | $172,739-91.3% | $72,985-79.5% |
| Participation rate | 75.5% | 70.1%+5.4pp | 82.6%-7.1pp | 69.5%+6.0pp |
| Annual return | 7.75% | 27.32%-19.6pp | 802.84%-795.1pp | 81.00%-73.3pp |
| Employer contribution / active EE | $1,388 | $3,324-58.2% | $5,143-73.0% | $2,440-43.1% |
| Participant deferral / active EE | $1,187 | $3,260-63.6% | $5,198-77.2% | $3,607-67.1% |
| Admin fee / account holder | $912 | $5,884-84.5% | $13,954-93.5% | $5,124-82.2% |