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 | $34,952 | $101,724-65.6% | $164,813-78.8% | $80,856-56.8% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 9.85% | 16.72%-6.9pp | 69.93%-60.1pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,657 | $2,953-10.0% | $4,341-38.8% | $2,755-3.5% |
| Participant deferral / active EE | $6,057 | $4,477+35.3% | $6,031+0.4% | $4,296+41.0% |
| Admin fee / account holder | $10,430 | $8,227+26.8% | $12,690-17.8% | $6,918+50.8% |