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 | $28,233 | $52,279-46.0% | $89,391-68.4% | $79,858-64.6% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 10.36% | 22.16%-11.8pp | 245.62%-235.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $923 | $1,572-41.3% | $2,586-64.3% | $2,471-62.6% |
| Participant deferral / active EE | $1,206 | $2,740-56.0% | $3,890-69.0% | $3,740-67.8% |
| Admin fee / account holder | $553 | $3,356-83.5% | $4,881-88.7% | $5,306-89.6% |