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 | $58,258 | $89,753-35.1% | $107,525-45.8% | $84,808-31.3% |
| Participation rate | 70.2% | 68.1%+2.2pp | 75.1%-4.9pp | 68.3%+1.9pp |
| Annual return | 11.15% | 29.48%-18.3pp | 181.32%-170.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $900 | $3,113-71.1% | $3,754-76.0% | $2,631-65.8% |
| Participant deferral / active EE | $1,832 | $4,056-54.8% | $5,116-64.2% | $4,212-56.5% |
| Admin fee / account holder | $13,509 | $7,222+87.1% | $8,919+51.5% | $7,344+84.0% |