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 | $65,510 | $91,190-28.2% | $178,490-63.3% | $79,858-18.0% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 7.55% | 24.19%-16.6pp | 151.07%-143.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $1,069 | $3,256-67.2% | $5,011-78.7% | $2,471-56.7% |
| Participant deferral / active EE | $3,905 | $3,236+20.7% | $5,202-24.9% | $3,740+4.4% |
| Admin fee / account holder | $1,650 | $6,751-75.6% | $13,984-88.2% | $5,306-68.9% |