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 | $20,018 | $97,125-79.4% | $86,233-76.8% | $137,256-85.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 7.91% | 74.19%-66.3pp | 61.39%-53.5pp | 220.34%-212.4pp |
| Employer contribution / active EE | $860 | $2,841-69.7% | $2,504-65.6% | $4,156-79.3% |
| Participant deferral / active EE | $2,960 | $5,180-42.9% | $4,559-35.1% | $6,407-53.8% |
| Admin fee / account holder | $334 | $9,725-96.6% | $8,342-96.0% | $12,270-97.3% |