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 | $71,606 | $114,381-37.4% | $107,525-33.4% | $142,382-49.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 9.87% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,971 | $4,015-26.0% | $3,754-20.9% | $4,299-30.9% |
| Participant deferral / active EE | $8,813 | $5,564+58.4% | $5,116+72.3% | $6,507+35.4% |
| Admin fee / account holder | $40,366 | $9,860+309.4% | $8,919+352.6% | $12,624+219.8% |