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 8-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 | $73,567 | $76,367-3.7% | $93,606-21.4% | $72,985+0.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 7.53% | 25.82%-18.3pp | 32.76%-25.2pp | 81.00%-73.5pp |
| Employer contribution / active EE | $1,032 | $2,275-54.7% | $2,718-62.0% | $2,440-57.7% |
| Participant deferral / active EE | $4,104 | $3,538+16.0% | $4,069+0.9% | $3,607+13.8% |
| Admin fee / account holder | $3,329 | $6,838-51.3% | $7,888-57.8% | $5,124-35.0% |