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 | $107,663 | $197,591-45.5% | $177,821-39.5% | $158,922-32.3% |
| Participation rate | 73.7% | 88.5%-14.9pp | 87.7%-14.0pp | 82.0%-8.3pp |
| Annual return | 3.54% | 58.76%-55.2pp | 48.32%-44.8pp | 302.83%-299.3pp |
| Employer contribution / active EE | $2,215 | $6,697-66.9% | $5,918-62.6% | $4,761-53.5% |
| Participant deferral / active EE | $3,351 | $8,405-60.1% | $7,714-56.6% | $5,982-44.0% |
| Admin fee / account holder | $1,524 | $15,399-90.1% | $12,427-87.7% | $11,246-86.4% |