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 | $22,497 | $54,705-58.9% | $71,209-68.4% | $84,808-73.5% |
| Participation rate | 84.4% | 64.1%+20.3pp | 73.8%+10.6pp | 68.3%+16.1pp |
| Annual return | 12.38% | 35.90%-23.5pp | 282.51%-270.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,941 | $2,158-10.1% | $2,721-28.7% | $2,631-26.2% |
| Participant deferral / active EE | $4,166 | $3,030+37.5% | $4,175-0.2% | $4,212-1.1% |
| Admin fee / account holder | $6,340 | $4,863+30.4% | $5,349+18.5% | $7,344-13.7% |