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 8-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 | $39,697 | $106,749-62.8% | $145,433-72.7% | $82,448-51.9% |
| Participation rate | 70.4% | 75.6%-5.3pp | 82.1%-11.7pp | 68.1%+2.3pp |
| Annual return | 14.19% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,747 | $3,444-49.3% | $4,554-61.6% | $2,551-31.5% |
| Participant deferral / active EE | $3,791 | $6,519-41.8% | $7,897-52.0% | $4,139-8.4% |
| Admin fee / account holder | $1,522 | $8,390-81.9% | $13,129-88.4% | $7,234-79.0% |