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 | $71,931 | $142,405-49.5% | $115,157-37.5% | $152,861-52.9% |
| Participation rate | 77.8% | 82.4%-4.6pp | 75.9%+1.9pp | 82.4%-4.7pp |
| Annual return | 1.68% | 41.48%-39.8pp | 35.60%-33.9pp | 345.32%-343.6pp |
| Employer contribution / active EE | $945 | $4,010-76.4% | $3,179-70.3% | $4,762-80.2% |
| Participant deferral / active EE | $1,933 | $5,164-62.6% | $4,168-53.6% | $5,850-67.0% |
| Admin fee / account holder | $23,240 | $8,462+174.6% | $7,088+227.9% | $11,596+100.4% |