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 3-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 | $26,904 | $54,705-50.8% | $71,209-62.2% | $84,808-68.3% |
| Participation rate | 81.6% | 64.1%+17.5pp | 73.8%+7.8pp | 68.3%+13.3pp |
| Annual return | 3.95% | 35.90%-32.0pp | 282.51%-278.6pp | 40.90%-37.0pp |
| Employer contribution / active EE | $7,558 | $2,158+250.2% | $2,721+177.8% | $2,631+187.3% |
| Participant deferral / active EE | $3,060 | $3,030+1.0% | $4,175-26.7% | $4,212-27.4% |
| Admin fee / account holder | $2,611 | $4,863-46.3% | $5,349-51.2% | $7,344-64.5% |