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 | $189,882 | $106,584+78.2% | $101,326+87.4% | $142,382+33.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.33% | 36.93%-25.6pp | 36.82%-25.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $7,571 | $3,956+91.4% | $3,665+106.5% | $4,299+76.1% |
| Participant deferral / active EE | $15,869 | $8,297+91.3% | $7,994+98.5% | $6,507+143.9% |
| Admin fee / account holder | $29,244 | $11,446+155.5% | $11,185+161.5% | $12,624+131.7% |