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 | $109,881-69.7% | $150,045-77.8% | $84,808-60.7% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 12.61% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,361 | $3,561-61.8% | $4,693-71.0% | $2,631-48.3% |
| Participant deferral / active EE | $3,329 | $6,636-49.8% | $7,997-58.4% | $4,212-21.0% |
| Admin fee / account holder | $2,900 | $8,568-66.1% | $13,435-78.4% | $7,344-60.5% |