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 | $25,112 | $80,717-68.9% | $154,803-83.8% | $84,808-70.4% |
| Participation rate | 73.4% | 66.8%+6.6pp | 78.1%-4.6pp | 68.3%+5.1pp |
| Annual return | 11.90% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,061 | $2,761-61.6% | $4,305-75.3% | $2,631-59.7% |
| Participant deferral / active EE | $1,669 | $3,303-49.5% | $5,540-69.9% | $4,212-60.4% |
| Admin fee / account holder | $1,346 | $6,746-80.0% | $14,329-90.6% | $7,344-81.7% |