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 | $39,142 | $53,127-26.3% | $86,590-54.8% | $70,131-44.2% |
| Participation rate | 93.1% | 65.3%+27.8pp | 73.5%+19.6pp | 69.5%+23.6pp |
| Annual return | 8.60% | 27.66%-19.1pp | 964.84%-956.2pp | 73.14%-64.5pp |
| Employer contribution / active EE | $1,444 | $2,068-30.2% | $2,839-49.2% | $2,342-38.4% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,281 | $3,585+270.4% | $4,906+170.7% | $4,645+185.9% |