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 | $71,096 | $99,877-28.8% | $84,966-16.3% | $145,922-51.3% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 7.98% | 83.76%-75.8pp | 66.38%-58.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,052 | $3,231-36.5% | $2,727-24.8% | $4,660-56.0% |
| Participant deferral / active EE | $6,905 | $5,291+30.5% | $4,519+52.8% | $6,688+3.3% |
| Admin fee / account holder | $523 | $7,248-92.8% | $6,149-91.5% | $13,397-96.1% |