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 | $128,261 | $175,202-26.8% | $149,673-14.3% | $139,434-8.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 6.67% | 166.71%-160.0pp | 134.42%-127.7pp | 372.94%-366.3pp |
| Employer contribution / active EE | $14,411 | $5,474+163.3% | $4,818+199.1% | $4,751+203.3% |
| Participant deferral / active EE | $10,126 | $6,519+55.3% | $5,680+78.3% | $6,710+50.9% |
| Admin fee / account holder | $3,079 | $16,150-80.9% | $13,210-76.7% | $11,403-73.0% |