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 | $24,572 | $58,512-58.0% | $84,015-70.8% | $72,985-66.3% |
| Participation rate | 72.4% | 61.2%+11.2pp | 69.0%+3.4pp | 69.5%+2.9pp |
| Annual return | 14.47% | 28.93%-14.5pp | 71.31%-56.8pp | 81.00%-66.5pp |
| Employer contribution / active EE | $3,032 | $1,163+160.7% | $1,983+52.9% | $2,440+24.3% |
| Participant deferral / active EE | $5,187 | $2,394+116.7% | $3,239+60.1% | $3,607+43.8% |
| Admin fee / account holder | $9,817 | $4,569+114.9% | $6,101+60.9% | $5,124+91.6% |