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 | $96,282 | $57,281+68.1% | $86,612+11.2% | $75,163+28.1% |
| Participation rate | 81.5% | 63.2%+18.3pp | 71.7%+9.8pp | 67.2%+14.3pp |
| Annual return | 12.27% | 2670.75%-2658.5pp | 591.07%-578.8pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,494 | $2,314-35.4% | $3,022-50.6% | $2,670-44.0% |
| Participant deferral / active EE | $3,162 | $3,318-4.7% | $4,438-28.7% | $4,125-23.3% |
| Admin fee / account holder | $552 | $4,112-86.6% | $5,614-90.2% | $5,651-90.2% |