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 | $78,363 | $86,929-9.9% | $102,423-23.5% | $80,856-3.1% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.6%+26.3pp |
| Annual return | 10.38% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $4,619 | $2,369+95.0% | $3,023+52.8% | $2,755+67.7% |
| Participant deferral / active EE | $3,332 | $4,118-19.1% | $5,053-34.1% | $4,296-22.4% |
| Admin fee / account holder | $5,084 | $8,049-36.8% | $9,451-46.2% | $6,918-26.5% |