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 7-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 | $26,176 | $80,717-67.6% | $154,803-83.1% | $84,808-69.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.15% | 37.96%-26.8pp | 58.88%-47.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $3,168 | $2,761+14.7% | $4,305-26.4% | $2,631+20.4% |
| Participant deferral / active EE | $6,666 | $3,303+101.8% | $5,540+20.3% | $4,212+58.3% |
| Admin fee / account holder | $3,425 | $6,746-49.2% | $14,329-76.1% | $7,344-53.4% |