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 | $50,018 | $57,065-12.3% | $75,670-33.9% | $70,131-28.7% |
| Participation rate | 91.2% | 68.1%+23.1pp | 72.3%+18.8pp | 69.5%+21.6pp |
| Annual return | 11.49% | 23.57%-12.1pp | 27.34%-15.8pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,580 | $1,817-13.0% | $2,352-32.8% | $2,342-32.5% |
| Participant deferral / active EE | $3,335 | $2,580+29.3% | $3,142+6.1% | $3,332+0.1% |
| Admin fee / account holder | $5,738 | $3,825+50.0% | $5,800-1.1% | $4,645+23.5% |