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 | $24,906 | $81,248-69.3% | $155,509-84.0% | $80,856-69.2% |
| Participation rate | 74.1% | 66.2%+7.8pp | 78.2%-4.1pp | 67.6%+6.4pp |
| Annual return | 9.05% | 33.31%-24.3pp | 64.67%-55.6pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,814 | $3,100-41.5% | $4,672-61.2% | $2,755-34.2% |
| Participant deferral / active EE | $4,945 | $3,452+43.3% | $5,626-12.1% | $4,296+15.1% |
| Admin fee / account holder | $31,043 | $7,997+288.2% | $15,912+95.1% | $6,918+348.7% |