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 | $29,582 | $157,256-81.2% | $141,162-79.0% | $152,861-80.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 8.67% | 64.32%-55.7pp | 71.39%-62.7pp | 345.32%-336.6pp |
| Employer contribution / active EE | $3,537 | $5,261-32.8% | $4,735-25.3% | $4,762-25.7% |
| Participant deferral / active EE | $8,840 | $7,109+24.3% | $6,709+31.8% | $5,850+51.1% |
| Admin fee / account holder | $1,031 | $12,120-91.5% | $10,261-90.0% | $11,596-91.1% |