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 | $71,676 | $71,050+0.9% | $93,606-23.4% | $80,856-11.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.58% | 11.26%-1.7pp | 133.20%-123.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,020 | $1,564+93.2% | $2,420+24.8% | $2,755+9.6% |
| Participant deferral / active EE | $5,429 | $4,034+34.6% | $4,411+23.1% | $4,296+26.4% |
| Admin fee / account holder | $2,970 | $6,945-57.2% | $8,285-64.2% | $6,918-57.1% |