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 | $47,687 | $106,515-55.2% | $96,683-50.7% | $139,434-65.8% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 4.65% | 38.43%-33.8pp | 35.69%-31.0pp | 372.94%-368.3pp |
| Employer contribution / active EE | $3,464 | $4,103-15.6% | $3,737-7.3% | $4,751-27.1% |
| Participant deferral / active EE | $7,436 | $5,454+36.3% | $4,878+52.4% | $6,710+10.8% |
| Admin fee / account holder | $2,320 | $7,877-70.5% | $6,730-65.5% | $11,403-79.7% |