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 | $88,671 | $54,705+62.1% | $71,209+24.5% | $84,808+4.6% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.8%-2.3pp | 68.3%+3.1pp |
| Annual return | 7.53% | 35.90%-28.4pp | 282.51%-275.0pp | 40.90%-33.4pp |
| Employer contribution / active EE | $5,581 | $2,158+158.6% | $2,721+105.1% | $2,631+112.1% |
| Participant deferral / active EE | $4,597 | $3,030+51.7% | $4,175+10.1% | $4,212+9.2% |
| Admin fee / account holder | $11,517 | $4,863+136.8% | $5,349+115.3% | $7,344+56.8% |