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 | $124,240 | $105,181+18.1% | $159,436-22.1% | $85,850+44.7% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 8.07% | 45.07%-37.0pp | 263.57%-255.5pp | 318.53%-310.5pp |
| Employer contribution / active EE | $3,893 | $3,318+17.3% | $4,829-19.4% | $2,565+51.8% |
| Participant deferral / active EE | $6,602 | $5,945+11.1% | $7,352-10.2% | $3,952+67.1% |
| Admin fee / account holder | $3,686 | $6,933-46.8% | $10,799-65.9% | $6,260-41.1% |