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 | $130,792 | $103,376+26.5% | $87,100+50.2% | $152,861-14.4% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.9%+7.3pp | 82.4%+1.8pp |
| Annual return | 5.25% | 28.10%-22.8pp | 28.19%-22.9pp | 345.32%-340.1pp |
| Employer contribution / active EE | $2,253 | $3,220-30.0% | $2,521-10.6% | $4,762-52.7% |
| Participant deferral / active EE | $6,927 | $4,778+45.0% | $4,049+71.1% | $5,850+18.4% |
| Admin fee / account holder | $3,516 | $12,205-71.2% | $7,497-53.1% | $11,596-69.7% |