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 | $29,503 | $106,584-72.3% | $101,326-70.9% | $142,382-79.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.89% | 36.93%-25.0pp | 36.82%-24.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,593 | $3,956-34.4% | $3,665-29.3% | $4,299-39.7% |
| Participant deferral / active EE | $4,403 | $8,297-46.9% | $7,994-44.9% | $6,507-32.3% |
| Admin fee / account holder | $931 | $11,446-91.9% | $11,185-91.7% | $12,624-92.6% |