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 6-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 | $36,186 | $118,450-69.5% | $98,439-63.2% | $139,434-74.0% |
| Participation rate | 80.0% | 77.4%+2.6pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 3.46% | 18.94%-15.5pp | 21.16%-17.7pp | 372.94%-369.5pp |
| Employer contribution / active EE | $2,753 | $3,609-23.7% | $3,048-9.7% | $4,751-42.1% |
| Participant deferral / active EE | $6,949 | $5,392+28.9% | $4,738+46.7% | $6,710+3.6% |
| Admin fee / account holder | $3,698 | $14,026-73.6% | $8,948-58.7% | $11,403-67.6% |