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 6-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 | $171,253 | $180,749-5.3% | $160,784+6.5% | $137,256+24.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 8.43% | 2234.46%-2226.0pp | 1803.92%-1795.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,726 | $4,155-34.4% | $3,733-27.0% | $4,156-34.4% |
| Participant deferral / active EE | $7,524 | $6,844+9.9% | $6,293+19.6% | $6,407+17.4% |
| Admin fee / account holder | $9,424 | $10,397-9.4% | $9,717-3.0% | $12,270-23.2% |