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 | $76,074 | $48,570+56.6% | $130,648-41.8% | $72,985+4.2% |
| Participation rate | 94.9% | 58.6%+36.3pp | 71.7%+23.1pp | 69.5%+25.4pp |
| Annual return | 5.82% | 38.63%-32.8pp | 1708.96%-1703.1pp | 81.00%-75.2pp |
| Employer contribution / active EE | $2,606 | $1,334+95.3% | $4,092-36.3% | $2,440+6.8% |
| Participant deferral / active EE | $2,893 | $2,384+21.4% | $3,603-19.7% | $3,607-19.8% |
| Admin fee / account holder | $1,139 | $3,549-67.9% | $5,464-79.2% | $5,124-77.8% |