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 | $34,035 | $60,022-43.3% | $88,946-61.7% | $84,808-59.9% |
| Participation rate | 98.1% | 57.8%+40.3pp | 68.8%+29.3pp | 68.3%+29.8pp |
| Annual return | 13.33% | 22.43%-9.1pp | 57.82%-44.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,543 | $1,703-9.4% | $2,555-39.6% | $2,631-41.3% |
| Participant deferral / active EE | $2,573 | $3,114-17.4% | $4,581-43.8% | $4,212-38.9% |
| Admin fee / account holder | $5,591 | $4,811+16.2% | $8,261-32.3% | $7,344-23.9% |