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 | $41,951 | $81,460-48.5% | $103,333-59.4% | $80,856-48.1% |
| Participation rate | 84.8% | 66.8%+18.0pp | 74.5%+10.3pp | 67.6%+17.2pp |
| Annual return | 9.52% | 25.55%-16.0pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $5,689 | $3,105+83.2% | $3,868+47.1% | $2,755+106.5% |
| Participant deferral / active EE | $3,115 | $3,869-19.5% | $5,057-38.4% | $4,296-27.5% |
| Admin fee / account holder | $2,933 | $6,566-55.3% | $8,355-64.9% | $6,918-57.6% |