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 | $18,034 | $81,248-77.8% | $155,509-88.4% | $80,856-77.7% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 10.50% | 33.31%-22.8pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,375 | $3,100-55.6% | $4,672-70.6% | $2,755-50.1% |
| Participant deferral / active EE | $1,739 | $3,452-49.6% | $5,626-69.1% | $4,296-59.5% |
| Admin fee / account holder | $1,334 | $7,997-83.3% | $15,912-91.6% | $6,918-80.7% |