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 | $34,836 | $51,175-31.9% | $70,515-50.6% | $75,163-53.7% |
| Participation rate | 80.0% | 60.9%+19.1pp | 68.3%+11.7pp | 67.2%+12.8pp |
| Annual return | 12.55% | 30.02%-17.5pp | 32.77%-20.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $5,866 | $1,826+221.2% | $2,973+97.3% | $2,670+119.7% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,784 | $4,091-56.4% | $6,412-72.2% | $5,651-68.4% |