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 | $69,390 | $93,571-25.8% | $135,903-48.9% | $75,163-7.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.40% | 30.90%-18.5pp | 68.23%-55.8pp | 160.62%-148.2pp |
| Employer contribution / active EE | $5,184 | $3,537+46.6% | $4,856+6.7% | $2,670+94.2% |
| Participant deferral / active EE | $4,337 | $6,404-32.3% | $7,758-44.1% | $4,125+5.1% |
| Admin fee / account holder | $307 | $6,975-95.6% | $10,762-97.1% | $5,651-94.6% |