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 | $106,864 | $109,881-2.7% | $150,045-28.8% | $84,808+26.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.53% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,418 | $3,561-32.1% | $4,693-48.5% | $2,631-8.1% |
| Participant deferral / active EE | $5,882 | $6,636-11.4% | $7,997-26.4% | $4,212+39.7% |
| Admin fee / account holder | $1,699 | $8,568-80.2% | $13,435-87.4% | $7,344-76.9% |