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 | $69,125 | $101,724-32.0% | $164,813-58.1% | $80,856-14.5% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 9.84% | 16.72%-6.9pp | 69.93%-60.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,277 | $2,953+11.0% | $4,341-24.5% | $2,755+19.0% |
| Participant deferral / active EE | $9,210 | $4,477+105.7% | $6,031+52.7% | $4,296+114.4% |
| Admin fee / account holder | $28,727 | $8,227+249.2% | $12,690+126.4% | $6,918+315.2% |