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 | $26,733 | $54,705-51.1% | $71,209-62.5% | $84,808-68.5% |
| Participation rate | 97.0% | 64.1%+32.9pp | 73.8%+23.2pp | 68.3%+28.7pp |
| Annual return | 12.32% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $416 | $2,158-80.7% | $2,721-84.7% | $2,631-84.2% |
| Participant deferral / active EE | $5,676 | $3,030+87.3% | $4,175+36.0% | $4,212+34.8% |
| Admin fee / account holder | $1,205 | $4,863-75.2% | $5,349-77.5% | $7,344-83.6% |