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 | $28,994 | $175,202-83.5% | $149,673-80.6% | $139,434-79.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 9.39% | 166.71%-157.3pp | 134.42%-125.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $3,834 | $5,474-30.0% | $4,818-20.4% | $4,751-19.3% |
| Participant deferral / active EE | $7,460 | $6,519+14.4% | $5,680+31.3% | $6,710+11.2% |
| Admin fee / account holder | $12,964 | $16,150-19.7% | $13,210-1.9% | $11,403+13.7% |