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 | $134,010 | $85,202+57.3% | $172,739-22.4% | $72,985+83.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 8.61% | 27.32%-18.7pp | 802.84%-794.2pp | 81.00%-72.4pp |
| Employer contribution / active EE | $9,375 | $3,324+182.0% | $5,143+82.3% | $2,440+284.3% |
| Participant deferral / active EE | $5,864 | $3,260+79.9% | $5,198+12.8% | $3,607+62.5% |
| Admin fee / account holder | $6,891 | $5,884+17.1% | $13,954-50.6% | $5,124+34.5% |