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 | $54,548 | $95,803-43.1% | $113,168-51.8% | $84,808-35.7% |
| Participation rate | 77.8% | 72.9%+4.9pp | 76.6%+1.2pp | 68.3%+9.5pp |
| Annual return | 12.13% | 25.00%-12.9pp | 24.27%-12.1pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,633 | $2,360+54.0% | $2,975+22.1% | $2,631+38.1% |
| Participant deferral / active EE | $5,328 | $4,242+25.6% | $5,107+4.3% | $4,212+26.5% |
| Admin fee / account holder | $807 | $8,989-91.0% | $12,068-93.3% | $7,344-89.0% |