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 | $20,012 | $80,717-75.2% | $154,803-87.1% | $84,808-76.4% |
| Participation rate | 82.5% | 66.8%+15.7pp | 78.1%+4.4pp | 68.3%+14.2pp |
| Annual return | 12.58% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $859 | $2,761-68.9% | $4,305-80.1% | $2,631-67.4% |
| Participant deferral / active EE | $1,519 | $3,303-54.0% | $5,540-72.6% | $4,212-63.9% |
| Admin fee / account holder | $608 | $6,746-91.0% | $14,329-95.8% | $7,344-91.7% |