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 | $83,461 | $57,541+45.0% | $95,745-12.8% | $75,163+11.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.25% | 34.93%-25.7pp | 28.35%-19.1pp | 160.62%-151.4pp |
| Employer contribution / active EE | $5,260 | $1,808+191.0% | $2,835+85.6% | $2,670+97.0% |
| Participant deferral / active EE | $7,314 | $3,074+137.9% | $4,245+72.3% | $4,125+77.3% |
| Admin fee / account holder | $3,607 | $4,099-12.0% | $5,678-36.5% | $5,651-36.2% |