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 | $24,971 | $72,277-65.5% | $101,248-75.3% | $79,858-68.7% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 9.60% | 22.30%-12.7pp | 46.47%-36.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,964 | $2,692+10.1% | $3,660-19.0% | $2,471+19.9% |
| Participant deferral / active EE | $3,579 | $3,282+9.1% | $4,370-18.1% | $3,740-4.3% |
| Admin fee / account holder | $393 | $4,400-91.1% | $5,945-93.4% | $5,306-92.6% |