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 | $36,320 | $71,050-48.9% | $93,606-61.2% | $80,856-55.1% |
| Participation rate | 88.9% | 60.4%+28.5pp | 68.7%+20.2pp | 67.6%+21.3pp |
| Annual return | 8.95% | 11.26%-2.3pp | 133.20%-124.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,185 | $1,564-24.2% | $2,420-51.0% | $2,755-57.0% |
| Participant deferral / active EE | $2,319 | $4,034-42.5% | $4,411-47.4% | $4,296-46.0% |
| Admin fee / account holder | $384 | $6,945-94.5% | $8,285-95.4% | $6,918-94.5% |