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 | $119,799 | $148,534-19.3% | $135,903-11.8% | $139,434-14.1% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.6pp | 80.3%-2.1pp |
| Annual return | 9.24% | 79.19%-69.9pp | 68.23%-59.0pp | 372.94%-363.7pp |
| Employer contribution / active EE | $4,378 | $5,243-16.5% | $4,856-9.8% | $4,751-7.8% |
| Participant deferral / active EE | $7,666 | $8,100-5.4% | $7,758-1.2% | $6,710+14.3% |
| Admin fee / account holder | $6,579 | $12,400-46.9% | $10,762-38.9% | $11,403-42.3% |