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 | $50,624 | $183,519-72.4% | $155,509-67.4% | $145,922-65.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.47% | 61.17%-54.7pp | 64.67%-58.2pp | 561.29%-554.8pp |
| Employer contribution / active EE | $3,379 | $5,313-36.4% | $4,672-27.7% | $4,660-27.5% |
| Participant deferral / active EE | $14,370 | $6,462+122.4% | $5,626+155.4% | $6,688+114.9% |
| Admin fee / account holder | $3,690 | $19,313-80.9% | $15,912-76.8% | $13,397-72.5% |