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 | $169,708 | $56,357+201.1% | $104,294+62.7% | $68,494+147.8% |
| Participation rate | 73.5% | 63.3%+10.2pp | 73.3%+0.2pp | 67.9%+5.6pp |
| Annual return | -19.89% | -9.19%-10.7pp | 24.61%-44.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,780 | $1,960+92.8% | $3,372+12.1% | $2,596+45.6% |
| Participant deferral / active EE | $7,700 | $3,077+150.2% | $4,625+66.5% | $4,027+91.2% |
| Admin fee / account holder | $2,667 | $4,903-45.6% | $7,339-63.7% | $5,403-50.6% |