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 | $100,773-80.1% | $88,946-77.5% | $142,382-85.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 7.91% | 70.18%-62.3pp | 57.82%-49.9pp | 217.08%-209.2pp |
| Employer contribution / active EE | $860 | $2,918-70.5% | $2,555-66.3% | $4,299-80.0% |
| Participant deferral / active EE | $2,960 | $5,230-43.4% | $4,581-35.4% | $6,507-54.5% |
| Admin fee / account holder | $334 | $9,693-96.6% | $8,261-96.0% | $12,624-97.4% |