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 | $141,752 | $149,679-5.3% | $117,039+21.1% | $147,584-4.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 1.38% | 19.31%-17.9pp | 18.95%-17.6pp | 578.55%-577.2pp |
| Employer contribution / active EE | $10,760 | $4,937+118.0% | $3,785+184.3% | $4,876+120.7% |
| Participant deferral / active EE | $5,482 | $4,912+11.6% | $3,929+39.5% | $5,439+0.8% |
| Admin fee / account holder | $1,340 | $7,856-82.9% | $5,974-77.6% | $10,885-87.7% |