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 9-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 | $31,007 | $73,933-58.1% | $96,683-67.9% | $75,163-58.7% |
| Participation rate | 93.9% | 66.4%+27.5pp | 74.3%+19.5pp | 67.2%+26.7pp |
| Annual return | 11.07% | 26.70%-15.6pp | 35.69%-24.6pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,323 | $2,928-20.7% | $3,737-37.8% | $2,670-13.0% |
| Participant deferral / active EE | $4,765 | $3,659+30.2% | $4,878-2.3% | $4,125+15.5% |
| Admin fee / account holder | $581 | $5,216-88.9% | $6,730-91.4% | $5,651-89.7% |