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 8-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 | $50,131 | $183,592-72.7% | $155,567-67.8% | $145,959-65.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.96% | 61.24%-53.3pp | 64.74%-56.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $9,271 | $5,315+74.4% | $4,674+98.3% | $4,661+98.9% |
| Participant deferral / active EE | $6,372 | $6,464-1.4% | $5,628+13.2% | $6,689-4.7% |
| Admin fee / account holder | $486 | $19,318-97.5% | $15,916-96.9% | $13,398-96.4% |