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 | $144,480 | $77,503+86.4% | $100,391+43.9% | $80,856+78.7% |
| Participation rate | 86.2% | 76.9%+9.3pp | 81.5%+4.7pp | 67.6%+18.6pp |
| Annual return | 11.16% | 37.20%-26.0pp | 49.20%-38.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $8,553 | $2,801+205.4% | $3,942+117.0% | $2,755+210.5% |
| Participant deferral / active EE | $8,477 | $6,820+24.3% | $8,082+4.9% | $4,296+97.3% |
| Admin fee / account holder | $17,783 | $5,897+201.6% | $7,899+125.1% | $6,918+157.0% |