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 | $88,187 | $89,753-1.7% | $107,525-18.0% | $84,808+4.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.36% | 29.48%-18.1pp | 181.32%-170.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $7,567 | $3,113+143.0% | $3,754+101.6% | $2,631+187.6% |
| Participant deferral / active EE | $6,510 | $4,056+60.5% | $5,116+27.3% | $4,212+54.6% |
| Admin fee / account holder | $5,143 | $7,222-28.8% | $8,919-42.3% | $7,344-30.0% |