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 | $117,998 | $78,694+49.9% | $67,652+74.4% | $125,391-5.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.18% | 9.46%-13.6pp | 6625.04%-6629.2pp | 282.22%-286.4pp |
| Employer contribution / active EE | $4,085 | $3,044+34.2% | $2,266+80.3% | $4,866-16.1% |
| Participant deferral / active EE | $3,411 | $4,292-20.5% | $3,560-4.2% | $5,352-36.3% |
| Admin fee / account holder | $1,847 | $7,403-75.1% | $4,821-61.7% | $9,540-80.6% |