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 7-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 | $23,863 | $73,933-67.7% | $96,683-75.3% | $75,163-68.3% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 12.51% | 26.70%-14.2pp | 35.69%-23.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,096 | $2,928-62.6% | $3,737-70.7% | $2,670-58.9% |
| Participant deferral / active EE | $3,013 | $3,659-17.6% | $4,878-38.2% | $4,125-27.0% |
| Admin fee / account holder | $2,819 | $5,216-46.0% | $6,730-58.1% | $5,651-50.1% |