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 | $56,388 | $177,572-68.2% | $154,803-63.6% | $142,382-60.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 9.04% | 65.07%-56.0pp | 58.88%-49.8pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,568 | $4,810-25.8% | $4,305-17.1% | $4,299-17.0% |
| Participant deferral / active EE | $7,693 | $6,272+22.7% | $5,540+38.8% | $6,507+18.2% |
| Admin fee / account holder | $17,343 | $16,786+3.3% | $14,329+21.0% | $12,624+37.4% |