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 | $88,638 | $89,355-0.8% | $141,162-37.2% | $72,985+21.4% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 10.92% | 111.85%-100.9pp | 71.39%-60.5pp | 81.00%-70.1pp |
| Employer contribution / active EE | $4,418 | $3,114+41.9% | $4,735-6.7% | $2,440+81.1% |
| Participant deferral / active EE | $6,027 | $5,418+11.2% | $6,709-10.2% | $3,607+67.1% |
| Admin fee / account holder | $15,105 | $5,958+153.5% | $10,261+47.2% | $5,124+194.8% |