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 7-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 | $16,745 | $54,705-69.4% | $71,209-76.5% | $84,808-80.3% |
| Participation rate | 86.7% | 64.1%+22.6pp | 73.8%+12.9pp | 68.3%+18.4pp |
| Annual return | 13.02% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $296 | $2,158-86.3% | $2,721-89.1% | $2,631-88.7% |
| Participant deferral / active EE | $2,185 | $3,030-27.9% | $4,175-47.7% | $4,212-48.1% |
| Admin fee / account holder | $757 | $4,863-84.4% | $5,349-85.8% | $7,344-89.7% |