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 | $75,602 | $72,277+4.6% | $101,248-25.3% | $79,858-5.3% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.8%+20.7pp | 69.6%+26.9pp |
| Annual return | 8.53% | 22.30%-13.8pp | 46.47%-37.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $2,756 | $2,692+2.4% | $3,660-24.7% | $2,471+11.6% |
| Participant deferral / active EE | $4,641 | $3,282+41.4% | $4,370+6.2% | $3,740+24.1% |
| Admin fee / account holder | $21,287 | $4,400+383.8% | $5,945+258.0% | $5,306+301.2% |