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 | $187,919 | $149,679+25.5% | $117,039+60.6% | $147,584+27.3% |
| Participation rate | 92.3% | 83.5%+8.8pp | 77.2%+15.1pp | 82.8%+9.5pp |
| Annual return | 7.74% | 19.31%-11.6pp | 18.95%-11.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $2,432 | $4,937-50.7% | $3,785-35.7% | $4,876-50.1% |
| Participant deferral / active EE | $3,660 | $4,912-25.5% | $3,929-6.9% | $5,439-32.7% |
| Admin fee / account holder | $5,274 | $7,856-32.9% | $5,974-11.7% | $10,885-51.6% |