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 | $80,233 | $65,365+22.7% | $92,893-13.6% | $72,985+9.9% |
| Participation rate | 94.5% | 68.3%+26.2pp | 76.0%+18.5pp | 69.5%+25.1pp |
| Annual return | 6.26% | 42.10%-35.8pp | 109.41%-103.2pp | 81.00%-74.7pp |
| Employer contribution / active EE | $4,531 | $2,594+74.7% | $3,653+24.0% | $2,440+85.7% |
| Participant deferral / active EE | $3,657 | $3,128+16.9% | $4,236-13.7% | $3,607+1.4% |
| Admin fee / account holder | $3,059 | $4,251-28.1% | $5,794-47.2% | $5,124-40.3% |