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 | $177,020 | $163,101+8.5% | $136,749+29.4% | $142,382+24.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 3.93% | 27.54%-23.6pp | 24.33%-20.4pp | 217.08%-213.1pp |
| Employer contribution / active EE | $14,236 | $4,117+245.8% | $3,400+318.7% | $4,299+231.1% |
| Participant deferral / active EE | $14,175 | $5,585+153.8% | $4,692+202.1% | $6,507+117.8% |
| Admin fee / account holder | $1,242 | $14,318-91.3% | $11,386-89.1% | $12,624-90.2% |