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 | $138,093 | $99,341+39.0% | $84,750+62.9% | $273,961-49.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.34% | 22.93%-22.6pp | 22.78%-22.4pp | 41.45%-41.1pp |
| Employer contribution / active EE | $3,087 | $4,214-26.7% | $3,574-13.6% | $4,869-36.6% |
| Participant deferral / active EE | $9,815 | $4,269+129.9% | $3,712+164.4% | $5,287+85.6% |
| Admin fee / account holder | $17,727 | $6,644+166.8% | $5,332+232.5% | $10,132+75.0% |