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 | $27,387 | $105,181-74.0% | $159,436-82.8% | $85,850-68.1% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.8%+12.8pp | 69.3%+26.3pp |
| Annual return | 10.96% | 45.07%-34.1pp | 263.57%-252.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $4,921 | $3,318+48.3% | $4,829+1.9% | $2,565+91.8% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,744 | $6,933-46.0% | $10,799-65.3% | $6,260-40.2% |