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 8-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 | $167,789 | $197,591-15.1% | $177,821-5.6% | $158,922+5.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.08% | 58.76%-52.7pp | 48.32%-42.2pp | 302.83%-296.7pp |
| Employer contribution / active EE | $4,595 | $6,697-31.4% | $5,918-22.4% | $4,761-3.5% |
| Participant deferral / active EE | $14,169 | $8,405+68.6% | $7,714+83.7% | $5,982+136.8% |
| Admin fee / account holder | $2,569 | $15,399-83.3% | $12,427-79.3% | $11,246-77.2% |