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 | $45,473 | $106,584-57.3% | $101,326-55.1% | $142,382-68.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.10% | 36.93%-24.8pp | 36.82%-24.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,381 | $3,956-39.8% | $3,665-35.0% | $4,299-44.6% |
| Participant deferral / active EE | $5,460 | $8,297-34.2% | $7,994-31.7% | $6,507-16.1% |
| Admin fee / account holder | $848 | $11,446-92.6% | $11,185-92.4% | $12,624-93.3% |