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 | $25,263 | $80,717-68.7% | $154,803-83.7% | $84,808-70.2% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 11.98% | 37.96%-26.0pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $841 | $2,761-69.5% | $4,305-80.5% | $2,631-68.0% |
| Participant deferral / active EE | $1,222 | $3,303-63.0% | $5,540-77.9% | $4,212-71.0% |
| Admin fee / account holder | $491 | $6,746-92.7% | $14,329-96.6% | $7,344-93.3% |