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 | $29,074 | $85,202-65.9% | $172,739-83.2% | $72,985-60.2% |
| Participation rate | 74.2% | 70.1%+4.1pp | 82.6%-8.5pp | 69.5%+4.7pp |
| Annual return | 5.67% | 27.32%-21.7pp | 802.84%-797.2pp | 81.00%-75.3pp |
| Employer contribution / active EE | $633 | $3,324-81.0% | $5,143-87.7% | $2,440-74.0% |
| Participant deferral / active EE | $2,499 | $3,260-23.4% | $5,198-51.9% | $3,607-30.7% |
| Admin fee / account holder | $347 | $5,884-94.1% | $13,954-97.5% | $5,124-93.2% |