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 7-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 | $63,413 | $86,929-27.1% | $102,423-38.1% | $80,856-21.6% |
| Participation rate | 77.6% | 72.4%+5.2pp | 76.5%+1.1pp | 67.6%+9.9pp |
| Annual return | 8.50% | 18.88%-10.4pp | 29.32%-20.8pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,967 | $2,369-17.0% | $3,023-35.0% | $2,755-28.6% |
| Participant deferral / active EE | $3,359 | $4,118-18.4% | $5,053-33.5% | $4,296-21.8% |
| Admin fee / account holder | $852 | $8,049-89.4% | $9,451-91.0% | $6,918-87.7% |