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 | $27,516 | $71,050-61.3% | $93,606-70.6% | $80,856-66.0% |
| Participation rate | 85.3% | 60.4%+24.9pp | 68.7%+16.6pp | 67.6%+17.7pp |
| Annual return | 9.26% | 11.26%-2.0pp | 133.20%-123.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $762 | $1,564-51.2% | $2,420-68.5% | $2,755-72.3% |
| Participant deferral / active EE | $4,184 | $4,034+3.7% | $4,411-5.2% | $4,296-2.6% |
| Admin fee / account holder | $2,980 | $6,945-57.1% | $8,285-64.0% | $6,918-56.9% |