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 | $30,365 | $57,016-46.7% | $84,966-64.3% | $80,856-62.4% |
| Participation rate | 98.5% | 56.3%+42.1pp | 67.5%+31.0pp | 67.6%+30.8pp |
| Annual return | 9.09% | 21.66%-12.6pp | 66.38%-57.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,417 | $1,798-21.2% | $2,727-48.1% | $2,755-48.6% |
| Participant deferral / active EE | $2,400 | $3,110-22.8% | $4,519-46.9% | $4,296-44.1% |
| Admin fee / account holder | $1,055 | $4,980-78.8% | $6,149-82.8% | $6,918-84.7% |