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 6-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 | $21,572 | $52,279-58.7% | $89,391-75.9% | $79,858-73.0% |
| Participation rate | 88.9% | 57.5%+31.4pp | 68.0%+20.9pp | 69.6%+19.3pp |
| Annual return | 7.24% | 22.16%-14.9pp | 245.62%-238.4pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,217 | $1,572-22.6% | $2,586-52.9% | $2,471-50.8% |
| Participant deferral / active EE | $2,689 | $2,740-1.9% | $3,890-30.9% | $3,740-28.1% |
| Admin fee / account holder | $1,181 | $3,356-64.8% | $4,881-75.8% | $5,306-77.7% |