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 | $56,624 | $56,897-0.5% | $84,750-33.2% | $62,891-10.0% |
| Participation rate | 85.3% | 68.5%+16.8pp | 76.6%+8.7pp | 69.3%+16.0pp |
| Annual return | 1.34% | 6.30%-5.0pp | 22.78%-21.4pp | 20.14%-18.8pp |
| Employer contribution / active EE | $1,387 | $2,400-42.2% | $3,574-61.2% | $2,281-39.2% |
| Participant deferral / active EE | $2,627 | $2,709-3.0% | $3,712-29.2% | $3,203-18.0% |
| Admin fee / account holder | $6,855 | $3,581+91.4% | $5,332+28.6% | $4,296+59.6% |