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 | $25,456 | $76,552-66.7% | $123,892-79.5% | $62,891-59.5% |
| Participation rate | 77.3% | 73.0%+4.3pp | 81.4%-4.1pp | 69.3%+8.0pp |
| Annual return | 4.04% | 18.68%-14.6pp | 47.52%-43.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,093 | $2,883-62.1% | $4,617-76.3% | $2,281-52.1% |
| Participant deferral / active EE | $2,317 | $4,840-52.1% | $5,984-61.3% | $3,203-27.7% |
| Admin fee / account holder | $2,426 | $4,826-49.7% | $8,357-71.0% | $4,296-43.5% |