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 | $229,042 | $98,750+131.9% | $149,696+53.0% | $79,858+186.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.84% | 27.43%-17.6pp | 276.60%-266.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,933 | $3,216-8.8% | $4,644-36.8% | $2,471+18.7% |
| Participant deferral / active EE | $6,502 | $5,680+14.5% | $6,842-5.0% | $3,740+73.8% |
| Admin fee / account holder | $2,010 | $6,053-66.8% | $9,309-78.4% | $5,306-62.1% |