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 | $88,450 | $176,812-50.0% | $146,665-39.7% | $167,490-47.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.62% | 24.03%-16.4pp | 22.74%-15.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $11,705 | $5,160+126.8% | $4,136+183.0% | $4,837+142.0% |
| Participant deferral / active EE | $10,664 | $6,440+65.6% | $5,506+93.7% | $6,341+68.2% |
| Admin fee / account holder | $381 | $13,259-97.1% | $10,280-96.3% | $12,309-96.9% |