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 8-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 | $94,587 | $81,460+16.1% | $103,333-8.5% | $80,856+17.0% |
| Participation rate | 86.5% | 66.8%+19.6pp | 74.5%+12.0pp | 67.6%+18.8pp |
| Annual return | 8.60% | 25.55%-16.9pp | 24.88%-16.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $2,280 | $3,105-26.6% | $3,868-41.0% | $2,755-17.2% |
| Participant deferral / active EE | $5,057 | $3,869+30.7% | $5,0570% | $4,296+17.7% |
| Admin fee / account holder | $11,905 | $6,566+81.3% | $8,355+42.5% | $6,918+72.1% |