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 | $97,719 | $142,405-31.4% | $115,157-15.1% | $152,861-36.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 1.73% | 41.48%-39.7pp | 35.60%-33.9pp | 345.32%-343.6pp |
| Employer contribution / active EE | $5,164 | $4,010+28.8% | $3,179+62.5% | $4,762+8.4% |
| Participant deferral / active EE | $11,086 | $5,164+114.7% | $4,168+166.0% | $5,850+89.5% |
| Admin fee / account holder | $10,522 | $8,462+24.3% | $7,088+48.5% | $11,596-9.3% |