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 | $43,924 | $49,227-10.8% | $70,449-37.7% | $79,858-45.0% |
| Participation rate | 95.1% | 69.2%+26.0pp | 75.1%+20.1pp | 69.6%+25.5pp |
| Annual return | 3.16% | 30.06%-26.9pp | 109.03%-105.9pp | 31.71%-28.6pp |
| Employer contribution / active EE | $2,370 | $2,099+12.9% | $2,737-13.4% | $2,471-4.1% |
| Participant deferral / active EE | $1,617 | $2,768-41.6% | $3,709-56.4% | $3,740-56.8% |
| Admin fee / account holder | $3,972 | $2,878+38.0% | $3,845+3.3% | $5,306-25.1% |