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 6-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 | $70,444 | $138,347-49.1% | $184,203-61.8% | $80,856-12.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 9.87% | 20.02%-10.2pp | 28.81%-18.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $4,486 | $4,850-7.5% | $6,427-30.2% | $2,755+62.8% |
| Participant deferral / active EE | $8,421 | $7,071+19.1% | $9,131-7.8% | $4,296+96.0% |
| Admin fee / account holder | $6,418 | $10,483-38.8% | $13,901-53.8% | $6,918-7.2% |