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 | $112,434 | $64,839+73.4% | $95,585+17.6% | $84,808+32.6% |
| Participation rate | 85.2% | 63.8%+21.4pp | 72.1%+13.1pp | 68.3%+16.9pp |
| Annual return | 12.27% | -670.96%+683.2pp | 38.56%-26.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $3,191 | $1,759+81.5% | $2,527+26.3% | $2,631+21.3% |
| Participant deferral / active EE | $7,241 | $2,965+144.2% | $4,023+80.0% | $4,212+71.9% |
| Admin fee / account holder | $24,117 | $5,964+304.3% | $6,127+293.6% | $7,344+228.4% |