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 7-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 | $52,399 | $117,841-55.5% | $102,423-48.8% | $145,922-64.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.81% | 31.65%-23.8pp | 29.32%-21.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $3,309 | $3,615-8.5% | $3,023+9.4% | $4,660-29.0% |
| Participant deferral / active EE | $5,935 | $5,731+3.6% | $5,053+17.5% | $6,688-11.3% |
| Admin fee / account holder | $718 | $13,326-94.6% | $9,451-92.4% | $13,397-94.6% |