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 | $31,931 | $94,625-66.3% | $116,228-72.5% | $84,808-62.3% |
| Participation rate | 89.7% | 70.4%+19.2pp | 74.6%+15.1pp | 68.3%+21.3pp |
| Annual return | 12.15% | 20.40%-8.2pp | 90.06%-77.9pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,043 | $2,347-12.9% | $2,994-31.8% | $2,631-22.3% |
| Participant deferral / active EE | $3,718 | $3,972-6.4% | $4,953-24.9% | $4,212-11.7% |
| Admin fee / account holder | $17,551 | $10,091+73.9% | $11,989+46.4% | $7,344+139.0% |