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 | $151,101 | $99,341+52.1% | $84,750+78.3% | $273,961-44.8% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | -7.59% | 22.93%-30.5pp | 22.78%-30.4pp | 41.45%-49.0pp |
| Employer contribution / active EE | $11,213 | $4,214+166.1% | $3,574+213.7% | $4,869+130.3% |
| Participant deferral / active EE | $5,231 | $4,269+22.5% | $3,712+40.9% | $5,287-1.1% |
| Admin fee / account holder | $6,549 | $6,644-1.4% | $5,332+22.8% | $10,132-35.4% |