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 | $104,068 | $172,111-39.5% | $150,298-30.8% | $137,256-24.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.64% | 69.37%-59.7pp | 62.79%-53.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $12,857 | $4,636+177.3% | $4,154+209.5% | $4,156+209.4% |
| Participant deferral / active EE | $3,665 | $6,166-40.6% | $5,453-32.8% | $6,407-42.8% |
| Admin fee / account holder | $625 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |