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 | $12,020 | $99,877-88.0% | $84,966-85.9% | $145,922-91.8% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 4.58% | 83.76%-79.2pp | 66.38%-61.8pp | 561.29%-556.7pp |
| Employer contribution / active EE | $2,822 | $3,231-12.7% | $2,727+3.5% | $4,660-39.4% |
| Participant deferral / active EE | $4,760 | $5,291-10.0% | $4,519+5.3% | $6,688-28.8% |
| Admin fee / account holder | $4,305 | $7,248-40.6% | $6,149-30.0% | $13,397-67.9% |