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 | $80,982 | $105,859-23.5% | $90,160-10.2% | $147,584-45.1% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 7.12% | 37.63%-30.5pp | 34.88%-27.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $1,716 | $4,126-58.4% | $3,318-48.3% | $4,876-64.8% |
| Participant deferral / active EE | $2,369 | $5,733-58.7% | $5,288-55.2% | $5,439-56.4% |
| Admin fee / account holder | $1,164 | $8,046-85.5% | $5,943-80.4% | $10,885-89.3% |