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 | $122,361 | $63,355+93.1% | $91,989+33.0% | $72,985+67.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 18.14% | 35.35%-17.2pp | 69.02%-50.9pp | 81.00%-62.9pp |
| Employer contribution / active EE | $7,654 | $2,116+261.8% | $3,452+121.7% | $2,440+213.7% |
| Participant deferral / active EE | $5,971 | $4,883+22.3% | $5,923+0.8% | $3,607+65.5% |
| Admin fee / account holder | $38,932 | $4,668+734.0% | $7,743+402.8% | $5,124+659.7% |