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 9-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 | $22,153 | $84,233-73.7% | $170,442-87.0% | $70,131-68.4% |
| Participation rate | 80.9% | 70.8%+10.0pp | 83.6%-2.7pp | 69.5%+11.3pp |
| Annual return | 11.50% | 23.06%-11.6pp | 205.93%-194.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $696 | $3,387-79.4% | $5,433-87.2% | $2,342-70.3% |
| Participant deferral / active EE | $1,358 | $3,086-56.0% | $4,939-72.5% | $3,332-59.2% |
| Admin fee / account holder | $3,208 | $5,698-43.7% | $13,880-76.9% | $4,645-30.9% |