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 | $112,151 | $105,126+6.7% | $94,646+18.5% | $139,434-19.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.52% | 38.03%-26.5pp | 156.71%-145.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,955 | $4,106-52.4% | $3,672-46.8% | $4,751-58.8% |
| Participant deferral / active EE | $12,194 | $7,599+60.5% | $7,418+64.4% | $6,710+81.7% |
| Admin fee / account holder | $439 | $8,984-95.1% | $7,231-93.9% | $11,403-96.1% |