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 | $39,083 | $84,233-53.6% | $170,442-77.1% | $70,131-44.3% |
| Participation rate | 72.6% | 70.8%+1.8pp | 83.6%-11.0pp | 69.5%+3.1pp |
| Annual return | 6.71% | 23.06%-16.3pp | 205.93%-199.2pp | 73.14%-66.4pp |
| Employer contribution / active EE | $1,106 | $3,387-67.3% | $5,433-79.6% | $2,342-52.8% |
| Participant deferral / active EE | $1,491 | $3,086-51.7% | $4,939-69.8% | $3,332-55.3% |
| Admin fee / account holder | $2,684 | $5,698-52.9% | $13,880-80.7% | $4,645-42.2% |