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 | $35,824 | $65,409-45.2% | $98,442-63.6% | $85,850-58.3% |
| Participation rate | 93.8% | 65.0%+28.8pp | 73.3%+20.4pp | 69.3%+24.4pp |
| Annual return | 10.20% | 21.76%-11.6pp | 1492.73%-1482.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,996 | $2,168-7.9% | $2,960-32.6% | $2,565-22.2% |
| Participant deferral / active EE | $4,784 | $3,166+51.1% | $4,276+11.9% | $3,952+21.1% |
| Admin fee / account holder | $4,069 | $4,593-11.4% | $5,949-31.6% | $6,260-35.0% |