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 | $25,164 | $48,046-47.6% | $84,611-70.3% | $72,985-65.5% |
| Participation rate | 85.0% | 57.6%+27.4pp | 68.2%+16.8pp | 69.5%+15.5pp |
| Annual return | 4.27% | 37.38%-33.1pp | 258.74%-254.5pp | 81.00%-76.7pp |
| Employer contribution / active EE | $1,376 | $1,602-14.1% | $2,652-48.1% | $2,440-43.6% |
| Participant deferral / active EE | $2,333 | $2,680-13.0% | $3,899-40.2% | $3,607-35.3% |
| Admin fee / account holder | $536 | $3,395-84.2% | $4,912-89.1% | $5,124-89.5% |