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 | $12,933 | $77,899-83.4% | $149,673-91.4% | $75,163-82.8% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 11.07% | 31.72%-20.7pp | 134.42%-123.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,342 | $3,137-57.2% | $4,818-72.2% | $2,670-49.8% |
| Participant deferral / active EE | $2,462 | $3,411-27.8% | $5,680-56.7% | $4,125-40.3% |
| Admin fee / account holder | $3,411 | $5,956-42.7% | $13,210-74.2% | $5,651-39.6% |