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 9-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 | $74,032 | $76,367-3.1% | $93,606-20.9% | $72,985+1.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 12.74% | 25.82%-13.1pp | 32.76%-20.0pp | 81.00%-68.3pp |
| Employer contribution / active EE | $2,286 | $2,275+0.5% | $2,718-15.9% | $2,440-6.3% |
| Participant deferral / active EE | $2,648 | $3,538-25.2% | $4,069-34.9% | $3,607-26.6% |
| Admin fee / account holder | $377 | $6,838-94.5% | $7,888-95.2% | $5,124-92.6% |