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 | $30,945 | $58,512-47.1% | $84,015-63.2% | $72,985-57.6% |
| Participation rate | 91.4% | 61.2%+30.2pp | 69.0%+22.4pp | 69.5%+21.9pp |
| Annual return | 12.90% | 28.93%-16.0pp | 71.31%-58.4pp | 81.00%-68.1pp |
| Employer contribution / active EE | $1,067 | $1,163-8.3% | $1,983-46.2% | $2,440-56.3% |
| Participant deferral / active EE | $1,855 | $2,394-22.5% | $3,239-42.7% | $3,607-48.6% |
| Admin fee / account holder | $4,545 | $4,569-0.5% | $6,101-25.5% | $5,124-11.3% |