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 | $116,531 | $105,181+10.8% | $159,436-26.9% | $85,850+35.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 11.82% | 45.07%-33.3pp | 263.57%-251.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,309 | $3,318-0.3% | $4,829-31.5% | $2,565+29.0% |
| Participant deferral / active EE | $7,921 | $5,945+33.2% | $7,352+7.7% | $3,952+100.5% |
| Admin fee / account holder | $3,827 | $6,933-44.8% | $10,799-64.6% | $6,260-38.9% |