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 | $28,618 | $77,899-63.3% | $149,673-80.9% | $75,163-61.9% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 12.88% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $3,400 | $3,137+8.4% | $4,818-29.4% | $2,670+27.4% |
| Participant deferral / active EE | $5,392 | $3,411+58.1% | $5,680-5.1% | $4,125+30.7% |
| Admin fee / account holder | $12,037 | $5,956+102.1% | $13,210-8.9% | $5,651+113.0% |