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 | $41,743 | $159,602-73.8% | $150,045-72.2% | $142,382-70.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 11.32% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,799 | $4,961-63.7% | $4,693-61.7% | $4,299-58.1% |
| Participant deferral / active EE | $5,943 | $8,310-28.5% | $7,997-25.7% | $6,507-8.7% |
| Admin fee / account holder | $5,360 | $14,846-63.9% | $13,435-60.1% | $12,624-57.5% |