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 | $92,333 | $159,901-42.3% | $146,958-37.2% | $145,922-36.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.32% | 98.13%-88.8pp | 418.34%-409.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,476 | $5,286-72.1% | $4,933-70.1% | $4,660-68.3% |
| Participant deferral / active EE | $9,731 | $8,428+15.5% | $8,070+20.6% | $6,688+45.5% |
| Admin fee / account holder | $2,304 | $15,044-84.7% | $12,998-82.3% | $13,397-82.8% |