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 | $70,975 | $55,706+27.4% | $75,886-6.5% | $72,985-2.8% |
| Participation rate | 90.6% | 61.1%+29.5pp | 69.3%+21.3pp | 69.5%+21.1pp |
| Annual return | 9.69% | 27.59%-17.9pp | 30.76%-21.1pp | 81.00%-71.3pp |
| Employer contribution / active EE | $1,127 | $1,687-33.2% | $2,500-54.9% | $2,440-53.8% |
| Participant deferral / active EE | $3,742 | $2,634+42.1% | $3,603+3.9% | $3,607+3.7% |
| Admin fee / account holder | $1,190 | $3,978-70.1% | $5,418-78.0% | $5,124-76.8% |