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 | $64,595 | $202,318-68.1% | $172,739-62.6% | $152,861-57.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 10.55% | 1029.65%-1019.1pp | 802.84%-792.3pp | 345.32%-334.8pp |
| Employer contribution / active EE | $2,024 | $5,856-65.4% | $5,143-60.6% | $4,762-57.5% |
| Participant deferral / active EE | $2,473 | $5,948-58.4% | $5,198-52.4% | $5,850-57.7% |
| Admin fee / account holder | $438 | $17,109-97.4% | $13,954-96.9% | $11,596-96.2% |