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 | $170,685 | $109,904+55.3% | $97,167+75.7% | $145,959+16.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 72.7%+19.6pp | 80.3%+12.0pp |
| Annual return | 7.51% | 243.43%-235.9pp | 75.27%-67.8pp | 561.95%-554.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,133 | $4,676-54.4% | $4,264-50.0% | $6,689-68.1% |
| Admin fee / account holder | $1,707 | $6,216-72.5% | $5,650-69.8% | $13,398-87.3% |