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 9-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 | $42,244 | $85,766-50.7% | $136,294-69.0% | $70,131-39.8% |
| Participation rate | 72.5% | 74.2%-1.7pp | 81.9%-9.4pp | 69.5%+3.0pp |
| Annual return | 13.60% | 31.45%-17.9pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,676 | $2,966+23.9% | $4,695-21.7% | $2,342+56.9% |
| Participant deferral / active EE | $3,221 | $5,051-36.2% | $6,247-48.4% | $3,332-3.3% |
| Admin fee / account holder | $325 | $5,420-94.0% | $9,243-96.5% | $4,645-93.0% |