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 | $137,434 | $58,828+133.6% | $77,999+76.2% | $62,891+118.5% |
| Participation rate | 85.7% | 71.1%+14.7pp | 75.5%+10.2pp | 69.3%+16.4pp |
| Annual return | 4.39% | 17.16%-12.8pp | 425.96%-421.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $5,434 | $1,672+225.0% | $2,470+120.0% | $2,281+138.2% |
| Participant deferral / active EE | $5,434 | $2,686+102.3% | $3,497+55.4% | $3,203+69.6% |
| Admin fee / account holder | $1,607 | $4,393-63.4% | $5,480-70.7% | $4,296-62.6% |