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 | $67,036 | $80,717-16.9% | $154,803-56.7% | $84,808-21.0% |
| Participation rate | 71.9% | 66.8%+5.1pp | 78.1%-6.2pp | 68.3%+3.6pp |
| Annual return | 11.83% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,173 | $2,761-21.3% | $4,305-49.5% | $2,631-17.4% |
| Participant deferral / active EE | $4,002 | $3,303+21.2% | $5,540-27.8% | $4,212-5.0% |
| Admin fee / account holder | $11,382 | $6,746+68.7% | $14,329-20.6% | $7,344+55.0% |