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 7-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 | $26,400 | $54,705-51.7% | $71,209-62.9% | $84,808-68.9% |
| Participation rate | 75.6% | 64.1%+11.5pp | 73.8%+1.9pp | 68.3%+7.3pp |
| Annual return | 11.77% | 35.90%-24.1pp | 282.51%-270.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $822 | $2,158-61.9% | $2,721-69.8% | $2,631-68.8% |
| Participant deferral / active EE | $5,360 | $3,030+76.9% | $4,175+28.4% | $4,212+27.3% |
| Admin fee / account holder | $3,107 | $4,863-36.1% | $5,349-41.9% | $7,344-57.7% |