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 | $77,109 | $118,450-34.9% | $98,439-21.7% | $139,434-44.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 7.81% | 18.94%-11.1pp | 21.16%-13.4pp | 372.94%-365.1pp |
| Employer contribution / active EE | $2,847 | $3,609-21.1% | $3,048-6.6% | $4,751-40.1% |
| Participant deferral / active EE | $13,506 | $5,392+150.5% | $4,738+185.1% | $6,710+101.3% |
| Admin fee / account holder | $697 | $14,026-95.0% | $8,948-92.2% | $11,403-93.9% |