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 | $74,583 | $102,317-27.1% | $146,958-49.2% | $80,856-7.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.79% | 134.76%-124.0pp | 418.34%-407.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,284 | $3,713-11.6% | $4,933-33.4% | $2,755+19.2% |
| Participant deferral / active EE | $14,128 | $6,644+112.7% | $8,070+75.1% | $4,296+228.9% |
| Admin fee / account holder | $13,391 | $7,941+68.6% | $12,998+3.0% | $6,918+93.6% |