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 | $22,768 | $159,602-85.7% | $150,045-84.8% | $142,382-84.0% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 11.69% | 70.24%-58.5pp | 62.55%-50.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,339 | $4,961-52.9% | $4,693-50.2% | $4,299-45.6% |
| Participant deferral / active EE | $4,156 | $8,310-50.0% | $7,997-48.0% | $6,507-36.1% |
| Admin fee / account holder | $3,675 | $14,846-75.2% | $13,435-72.6% | $12,624-70.9% |