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 8-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 | $79,937 | $140,940-43.3% | $112,229-28.8% | $139,434-42.7% |
| Participation rate | 90.0% | 79.2%+10.8pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 5.27% | 32.71%-27.4pp | 30.20%-24.9pp | 372.94%-367.7pp |
| Employer contribution / active EE | $2,796 | $4,283-34.7% | $3,430-18.5% | $4,751-41.2% |
| Participant deferral / active EE | $7,262 | $5,874+23.6% | $4,798+51.4% | $6,710+8.2% |
| Admin fee / account holder | $3,110 | $9,954-68.8% | $7,748-59.9% | $11,403-72.7% |