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 | $125,374 | $114,381+9.6% | $107,525+16.6% | $142,382-11.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.20% | 242.71%-239.5pp | 181.32%-178.1pp | 217.08%-213.9pp |
| Employer contribution / active EE | $6,887 | $4,015+71.5% | $3,754+83.5% | $4,299+60.2% |
| Participant deferral / active EE | $13,444 | $5,564+141.6% | $5,116+162.8% | $6,507+106.6% |
| Admin fee / account holder | $1,012 | $9,860-89.7% | $8,919-88.7% | $12,624-92.0% |