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 | $67,263 | $85,766-21.6% | $136,294-50.6% | $70,131-4.1% |
| Participation rate | 76.5% | 74.2%+2.3pp | 81.9%-5.5pp | 69.5%+6.9pp |
| Annual return | 12.57% | 31.45%-18.9pp | 5155.94%-5143.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,490 | $2,966-49.8% | $4,695-68.3% | $2,342-36.4% |
| Participant deferral / active EE | $8,673 | $5,051+71.7% | $6,247+38.8% | $3,332+160.3% |
| Admin fee / account holder | $2,666 | $5,420-50.8% | $9,243-71.2% | $4,645-42.6% |