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 6-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 | $16,480 | $80,717-79.6% | $154,803-89.4% | $84,808-80.6% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.6pp | 68.3%+26.3pp |
| Annual return | 6.71% | 37.96%-31.2pp | 58.88%-52.2pp | 40.90%-34.2pp |
| Employer contribution / active EE | $3,730 | $2,761+35.1% | $4,305-13.4% | $2,631+41.8% |
| Participant deferral / active EE | $1,517 | $3,303-54.1% | $5,540-72.6% | $4,212-64.0% |
| Admin fee / account holder | $2,546 | $6,746-62.3% | $14,329-82.2% | $7,344-65.3% |