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 | $47,052 | $87,733-46.4% | $106,548-55.8% | $85,850-45.2% |
| Participation rate | 76.3% | 71.9%+4.4pp | 76.1%+0.2pp | 69.3%+7.0pp |
| Annual return | 10.81% | 21.86%-11.0pp | 26.80%-16.0pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,997 | $2,073-3.7% | $2,819-29.2% | $2,565-22.2% |
| Participant deferral / active EE | $2,823 | $3,469-18.6% | $4,398-35.8% | $3,952-28.6% |
| Admin fee / account holder | $2,053 | $6,767-69.7% | $7,407-72.3% | $6,260-67.2% |