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 | $29,883 | $60,022-50.2% | $88,946-66.4% | $84,808-64.8% |
| Participation rate | 87.2% | 57.8%+29.4pp | 68.8%+18.4pp | 68.3%+18.9pp |
| Annual return | 13.57% | 22.43%-8.9pp | 57.82%-44.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,753 | $1,703+3.0% | $2,555-31.4% | $2,631-33.4% |
| Participant deferral / active EE | $3,660 | $3,114+17.5% | $4,581-20.1% | $4,212-13.1% |
| Admin fee / account holder | $4,848 | $4,811+0.8% | $8,261-41.3% | $7,344-34.0% |