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 | $147,728 | $209,411-29.5% | $178,490-17.2% | $158,922-7.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 3.32% | 188.75%-185.4pp | 151.07%-147.8pp | 302.83%-299.5pp |
| Employer contribution / active EE | $2,979 | $5,706-47.8% | $5,011-40.5% | $4,761-37.4% |
| Participant deferral / active EE | $9,573 | $5,954+60.8% | $5,202+84.0% | $5,982+60.0% |
| Admin fee / account holder | $4,124 | $17,074-75.8% | $13,984-70.5% | $11,246-63.3% |