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 | $47,537 | $78,672-39.6% | $109,143-56.4% | $85,850-44.6% |
| Participation rate | 78.0% | 68.3%+9.8pp | 75.9%+2.2pp | 69.3%+8.7pp |
| Annual return | 7.18% | 25.09%-17.9pp | 25.75%-18.6pp | 318.53%-311.4pp |
| Employer contribution / active EE | $960 | $2,735-64.9% | $3,722-74.2% | $2,565-62.6% |
| Participant deferral / active EE | $2,159 | $3,467-37.7% | $4,653-53.6% | $3,952-45.4% |
| Admin fee / account holder | $904 | $5,469-83.5% | $6,752-86.6% | $6,260-85.6% |