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 | $51,737 | $159,901-67.6% | $146,958-64.8% | $145,922-64.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 8.56% | 98.13%-89.6pp | 418.34%-409.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,828 | $5,286-46.5% | $4,933-42.7% | $4,660-39.3% |
| Participant deferral / active EE | $9,533 | $8,428+13.1% | $8,070+18.1% | $6,688+42.5% |
| Admin fee / account holder | $2,245 | $15,044-85.1% | $12,998-82.7% | $13,397-83.2% |