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 7-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 | $94,512 | $181,894-48.0% | $156,549-39.6% | $273,961-65.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.85% | 30.74%-27.9pp | 32.23%-29.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $3,830 | $6,248-38.7% | $5,501-30.4% | $4,869-21.3% |
| Participant deferral / active EE | $6,580 | $5,550+18.6% | $4,871+35.1% | $5,287+24.5% |
| Admin fee / account holder | $5,659 | $15,559-63.6% | $13,027-56.6% | $10,132-44.2% |