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 | $17,135 | $83,337-79.4% | $67,834-74.7% | $273,961-93.7% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 2.17% | 259.45%-257.3pp | 138.47%-136.3pp | 41.45%-39.3pp |
| Employer contribution / active EE | $670 | $3,287-79.6% | $2,403-72.1% | $4,869-86.2% |
| Participant deferral / active EE | $2,498 | $4,088-38.9% | $3,160-20.9% | $5,287-52.8% |
| Admin fee / account holder | $530 | $6,752-92.2% | $4,622-88.5% | $10,132-94.8% |