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 | $219,581 | $94,338+132.8% | $100,534+118.4% | $142,382+54.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 11.94% | 29.20%-17.3pp | 32.66%-20.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,226 | $4,237-47.5% | $4,346-48.8% | $4,299-48.2% |
| Participant deferral / active EE | $8,606 | $5,934+45.0% | $6,144+40.1% | $6,507+32.2% |
| Admin fee / account holder | $15,368 | $8,421+82.5% | $7,654+100.8% | $12,624+21.7% |