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 | $33,299 | $106,749-68.8% | $145,433-77.1% | $82,448-59.6% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 12.61% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,361 | $3,444-60.5% | $4,554-70.1% | $2,551-46.6% |
| Participant deferral / active EE | $3,329 | $6,519-48.9% | $7,897-57.8% | $4,139-19.6% |
| Admin fee / account holder | $2,900 | $8,390-65.4% | $13,129-77.9% | $7,234-59.9% |