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 | $41,252 | $179,726-77.0% | $156,263-73.6% | $142,382-71.0% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 6.52% | 77.86%-71.3pp | 59.47%-52.9pp | 217.08%-210.6pp |
| Employer contribution / active EE | $2,796 | $5,069-44.8% | $4,333-35.5% | $4,299-35.0% |
| Participant deferral / active EE | $9,738 | $6,956+40.0% | $6,158+58.1% | $6,507+49.7% |
| Admin fee / account holder | $12,022 | $17,272-30.4% | $14,255-15.7% | $12,624-4.8% |