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 | $115,576 | $57,541+100.9% | $95,745+20.7% | $75,163+53.8% |
| Participation rate | 81.7% | 62.5%+19.2pp | 72.3%+9.4pp | 67.2%+14.5pp |
| Annual return | 3.18% | 34.93%-31.8pp | 28.35%-25.2pp | 160.62%-157.4pp |
| Employer contribution / active EE | $2,213 | $1,808+22.4% | $2,835-21.9% | $2,670-17.1% |
| Participant deferral / active EE | $6,340 | $3,074+106.2% | $4,245+49.4% | $4,125+53.7% |
| Admin fee / account holder | $3,634 | $4,099-11.3% | $5,678-36.0% | $5,651-35.7% |