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 3-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 | $33,506 | $81,248-58.8% | $155,509-78.5% | $80,856-58.6% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.6%+4.8pp |
| Annual return | 6.35% | 33.31%-27.0pp | 64.67%-58.3pp | 35.59%-29.2pp |
| Employer contribution / active EE | $2,224 | $3,100-28.3% | $4,672-52.4% | $2,755-19.3% |
| Participant deferral / active EE | $5,051 | $3,452+46.3% | $5,626-10.2% | $4,296+17.6% |
| Admin fee / account holder | $540 | $7,997-93.2% | $15,912-96.6% | $6,918-92.2% |