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 | $35,397 | $96,965-63.5% | $97,995-63.9% | $147,584-76.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 9.31% | 24.11%-14.8pp | 23.94%-14.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,547 | $4,536-65.9% | $4,158-62.8% | $4,876-68.3% |
| Participant deferral / active EE | $2,039 | $5,081-59.9% | $5,097-60.0% | $5,439-62.5% |
| Admin fee / account holder | $2,558 | $8,120-68.5% | $5,943-57.0% | $10,885-76.5% |