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 | $61,145 | $127,065-51.9% | $113,168-46.0% | $142,382-57.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.31% | 24.03%-15.7pp | 24.27%-16.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,057 | $3,442-40.2% | $2,975-30.9% | $4,299-52.2% |
| Participant deferral / active EE | $6,799 | $5,716+18.9% | $5,107+33.1% | $6,507+4.5% |
| Admin fee / account holder | $870 | $15,736-94.5% | $12,068-92.8% | $12,624-93.1% |