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 | $189,748 | $214,378-11.5% | $200,582-5.4% | $142,382+33.3% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 9.83% | 46.41%-36.6pp | 42.33%-32.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $16,759 | $6,841+145.0% | $6,419+161.1% | $4,299+289.8% |
| Participant deferral / active EE | $10,861 | $9,865+10.1% | $9,331+16.4% | $6,507+66.9% |
| Admin fee / account holder | $633 | $17,692-96.4% | $16,305-96.1% | $12,624-95.0% |