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 | $80,513 | $124,281-35.2% | $109,143-26.2% | $167,490-51.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.83% | 26.04%-21.2pp | 25.75%-20.9pp | 478.56%-473.7pp |
| Employer contribution / active EE | $14,657 | $4,207+248.4% | $3,722+293.8% | $4,837+203.0% |
| Participant deferral / active EE | $9,365 | $5,255+78.2% | $4,653+101.3% | $6,341+47.7% |
| Admin fee / account holder | $862 | $7,970-89.2% | $6,752-87.2% | $12,309-93.0% |