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 | $40,745 | $53,777-24.2% | $134,143-69.6% | $79,858-49.0% |
| Participation rate | 94.5% | 58.8%+35.8pp | 72.2%+22.4pp | 69.6%+24.9pp |
| Annual return | 9.37% | 19.01%-9.6pp | 36.33%-27.0pp | 31.71%-22.3pp |
| Employer contribution / active EE | $2,487 | $1,321+88.2% | $3,704-32.8% | $2,471+0.7% |
| Participant deferral / active EE | $1,200 | $2,420-50.4% | $3,499-65.7% | $3,740-67.9% |
| Admin fee / account holder | $1,510 | $3,984-62.1% | $6,684-77.4% | $5,306-71.5% |