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 8-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 | $115,780 | $197,591-41.4% | $177,821-34.9% | $158,922-27.1% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 4.92% | 58.76%-53.8pp | 48.32%-43.4pp | 302.83%-297.9pp |
| Employer contribution / active EE | $2,180 | $6,697-67.5% | $5,918-63.2% | $4,761-54.2% |
| Participant deferral / active EE | $6,627 | $8,405-21.2% | $7,714-14.1% | $5,982+10.8% |
| Admin fee / account holder | $816 | $15,399-94.7% | $12,427-93.4% | $11,246-92.7% |