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 7-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 | $126,887 | $72,277+75.6% | $101,248+25.3% | $79,858+58.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.73% | 22.30%-12.6pp | 46.47%-36.7pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,988 | $2,692+11.0% | $3,660-18.3% | $2,471+20.9% |
| Participant deferral / active EE | $7,781 | $3,282+137.1% | $4,370+78.1% | $3,740+108.0% |
| Admin fee / account holder | $20,981 | $4,400+376.8% | $5,945+252.9% | $5,306+295.4% |