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 | $22,972 | $65,365-64.9% | $92,893-75.3% | $72,985-68.5% |
| Participation rate | 76.9% | 68.3%+8.6pp | 76.0%+0.9pp | 69.5%+7.4pp |
| Annual return | 14.93% | 42.10%-27.2pp | 109.41%-94.5pp | 81.00%-66.1pp |
| Employer contribution / active EE | $2,193 | $2,594-15.4% | $3,653-40.0% | $2,440-10.1% |
| Participant deferral / active EE | $4,011 | $3,128+28.2% | $4,236-5.3% | $3,607+11.2% |
| Admin fee / account holder | $6,731 | $4,251+58.3% | $5,794+16.2% | $5,124+31.4% |