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 | $113,166 | $91,190+24.1% | $178,490-36.6% | $79,858+41.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.48% | 24.19%-20.7pp | 151.07%-147.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $5,395 | $3,256+65.7% | $5,011+7.7% | $2,471+118.4% |
| Participant deferral / active EE | $4,805 | $3,236+48.5% | $5,202-7.6% | $3,740+28.5% |
| Admin fee / account holder | $16,543 | $6,751+145.0% | $13,984+18.3% | $5,306+211.8% |