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 | $61,667 | $138,562-55.5% | $246,525-75.0% | $116,875-47.2% |
| Participation rate | 80.4% | 72.8%+7.6pp | 82.0%-1.5pp | 74.5%+5.9pp |
| Annual return | 7.22% | 16.14%-8.9pp | 0.46%+6.8pp | 16.29%-9.1pp |
| Employer contribution / active EE | $1,178 | $4,835-75.6% | $7,467-84.2% | $3,288-64.2% |
| Participant deferral / active EE | $3,854 | $4,207-8.4% | $5,422-28.9% | $3,885-0.8% |
| Admin fee / account holder | $2,509 | $18,110-86.1% | $16,551-84.8% | $12,263-79.5% |