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 | $56,363 | $97,744-42.3% | $103,476-45.5% | $145,922-61.4% |
| Participation rate | 93.8% | 81.1%+12.7pp | 80.5%+13.2pp | 80.3%+13.5pp |
| Annual return | 7.26% | 25.41%-18.2pp | 23.90%-16.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,886 | $4,677-59.7% | $4,672-59.6% | $4,660-59.5% |
| Participant deferral / active EE | $3,678 | $6,603-44.3% | $6,623-44.5% | $6,688-45.0% |
| Admin fee / account holder | $6,360 | $12,515-49.2% | $9,413-32.4% | $13,397-52.5% |