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 | $70,059 | $165,984-57.8% | $164,813-57.5% | $145,922-52.0% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 8.58% | 100.03%-91.4pp | 69.93%-61.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,659 | $5,273-68.5% | $4,341-61.8% | $4,660-64.4% |
| Participant deferral / active EE | $8,244 | $6,959+18.5% | $6,031+36.7% | $6,688+23.3% |
| Admin fee / account holder | $10,769 | $16,648-35.3% | $12,690-15.1% | $13,397-19.6% |