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 6-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 | $84,616 | $105,181-19.6% | $159,436-46.9% | $85,850-1.4% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.8%+5.3pp | 69.3%+18.8pp |
| Annual return | 11.36% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $4,407 | $3,318+32.8% | $4,829-8.8% | $2,565+71.8% |
| Participant deferral / active EE | $8,669 | $5,945+45.8% | $7,352+17.9% | $3,952+119.4% |
| Admin fee / account holder | $6,728 | $6,933-3.0% | $10,799-37.7% | $6,260+7.5% |