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 8-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 | $75,650 | $60,124+25.8% | $90,404-16.3% | $79,858-5.3% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 9.65% | 71.94%-62.3pp | 1293.02%-1283.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,188 | $2,068-42.6% | $3,262-63.6% | $2,471-51.9% |
| Participant deferral / active EE | $3,172 | $2,938+7.9% | $3,963-20.0% | $3,740-15.2% |
| Admin fee / account holder | $3,282 | $3,976-17.5% | $5,611-41.5% | $5,306-38.2% |