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 | $73,955 | $117,983-37.3% | $101,794-27.3% | $142,382-48.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 9.27% | 36.92%-27.7pp | 30.53%-21.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $3,011 | $2,773+8.6% | $2,289+31.5% | $4,299-30.0% |
| Participant deferral / active EE | $3,011 | $4,714-36.1% | $4,084-26.3% | $6,507-53.7% |
| Admin fee / account holder | $1,548 | $10,433-85.2% | $8,777-82.4% | $12,624-87.7% |