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 | $228,615 | $154,228+48.2% | $145,433+57.2% | $137,256+66.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 10.23% | 74.59%-64.4pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,411 | $4,804-49.8% | $4,554-47.1% | $4,156-42.0% |
| Participant deferral / active EE | $13,469 | $8,216+63.9% | $7,897+70.6% | $6,407+110.2% |
| Admin fee / account holder | $6,724 | $14,344-53.1% | $13,129-48.8% | $12,270-45.2% |