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 | $124,093 | $105,181+18.0% | $159,436-22.2% | $85,850+44.5% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.8%-9.7pp | 69.3%+3.8pp |
| Annual return | 11.08% | 45.07%-34.0pp | 263.57%-252.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $2,990 | $3,318-9.9% | $4,829-38.1% | $2,565+16.6% |
| Participant deferral / active EE | $5,283 | $5,945-11.1% | $7,352-28.1% | $3,952+33.7% |
| Admin fee / account holder | $3,033 | $6,933-56.3% | $10,799-71.9% | $6,260-51.6% |