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 | $35,120 | $58,512-40.0% | $84,015-58.2% | $72,985-51.9% |
| Participation rate | 96.4% | 61.2%+35.2pp | 69.0%+27.4pp | 69.5%+26.9pp |
| Annual return | 5.11% | 28.93%-23.8pp | 71.31%-66.2pp | 81.00%-75.9pp |
| Employer contribution / active EE | $1,424 | $1,163+22.5% | $1,983-28.2% | $2,440-41.6% |
| Participant deferral / active EE | $2,823 | $2,394+17.9% | $3,239-12.8% | $3,607-21.8% |
| Admin fee / account holder | $2,443 | $4,569-46.5% | $6,101-59.9% | $5,124-52.3% |