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 | $204,593 | $93,571+118.7% | $135,903+50.5% | $75,163+172.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.48% | 30.90%-20.4pp | 68.23%-57.7pp | 160.62%-150.1pp |
| Employer contribution / active EE | $4,222 | $3,537+19.4% | $4,856-13.1% | $2,670+58.1% |
| Participant deferral / active EE | $13,274 | $6,404+107.3% | $7,758+71.1% | $4,125+221.8% |
| Admin fee / account holder | $859 | $6,975-87.7% | $10,762-92.0% | $5,651-84.8% |