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 8-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 | $8,572 | $57,057-85.0% | $85,009-89.9% | $80,874-89.4% |
| Participation rate | 87.1% | 56.4%+30.7pp | 67.5%+19.6pp | 67.6%+19.4pp |
| Annual return | 9.33% | 21.66%-12.3pp | 66.47%-57.1pp | 35.62%-26.3pp |
| Employer contribution / active EE | $4,653 | $1,799+158.7% | $2,728+70.6% | $2,756+68.9% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,394 | $4,986+108.5% | $6,153+68.9% | $6,935+49.9% |