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 | $213,298 | $99,341+114.7% | $84,750+151.7% | $273,961-22.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.91% | 22.93%-24.8pp | 22.78%-24.7pp | 41.45%-43.4pp |
| Employer contribution / active EE | $5,155 | $4,214+22.3% | $3,574+44.2% | $4,869+5.9% |
| Participant deferral / active EE | $6,603 | $4,269+54.7% | $3,712+77.9% | $5,287+24.9% |
| Admin fee / account holder | $391 | $6,644-94.1% | $5,332-92.7% | $10,132-96.1% |