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 | $28,091 | $59,839-53.1% | $81,983-65.7% | $79,858-64.8% |
| Participation rate | 94.3% | 61.6%+32.7pp | 69.2%+25.0pp | 69.6%+24.7pp |
| Annual return | 9.72% | 17.56%-7.8pp | 41.31%-31.6pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,871 | $1,713+9.2% | $2,498-25.1% | $2,471-24.3% |
| Participant deferral / active EE | $4,523 | $2,695+67.8% | $3,722+21.5% | $3,740+20.9% |
| Admin fee / account holder | $5,743 | $4,287+34.0% | $5,664+1.4% | $5,306+8.2% |