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 | $38,016 | $77,813-51.1% | $123,544-69.2% | $64,186-40.8% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.3%+7.7pp | 69.6%+20.4pp |
| Annual return | -10.96% | 12.48%-23.4pp | 119.20%-130.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,562 | $3,014-15.0% | $4,628-44.6% | $2,381+7.6% |
| Participant deferral / active EE | $4,809 | $5,240-8.2% | $6,426-25.2% | $3,470+38.6% |
| Admin fee / account holder | $1,937 | $5,519-64.9% | $9,284-79.1% | $4,888-60.4% |