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 | $59,205 | $70,669-16.2% | $169,368-65.0% | $75,163-21.2% |
| Participation rate | 93.8% | 64.8%+29.0pp | 77.1%+16.6pp | 67.2%+26.6pp |
| Annual return | 13.14% | 36.36%-23.2pp | 405.60%-392.5pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,869 | $2,211-15.5% | $4,013-53.4% | $2,670-30.0% |
| Participant deferral / active EE | $2,867 | $4,311-33.5% | $6,221-53.9% | $4,125-30.5% |
| Admin fee / account holder | $1,559 | $5,402-71.1% | $9,003-82.7% | $5,651-72.4% |