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 | $26,862 | $109,881-75.6% | $150,045-82.1% | $84,808-68.3% |
| Participation rate | 87.8% | 76.1%+11.7pp | 82.3%+5.5pp | 68.3%+19.5pp |
| Annual return | 12.54% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,032 | $3,561-14.8% | $4,693-35.4% | $2,631+15.3% |
| Participant deferral / active EE | $4,672 | $6,636-29.6% | $7,997-41.6% | $4,212+10.9% |
| Admin fee / account holder | $2,895 | $8,568-66.2% | $13,435-78.5% | $7,344-60.6% |