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 | $89,256 | $96,635-7.6% | $86,612+3.1% | $139,434-36.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 8.99% | 106.41%-97.4pp | 591.07%-582.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $2,823 | $3,263-13.5% | $3,022-6.6% | $4,751-40.6% |
| Participant deferral / active EE | $10,997 | $4,836+127.4% | $4,438+147.8% | $6,710+63.9% |
| Admin fee / account holder | $1,589 | $6,408-75.2% | $5,614-71.7% | $11,403-86.1% |