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 | $112,204 | $176,056-36.3% | $159,436-29.6% | $167,490-33.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 9.21% | 331.75%-322.5pp | 263.57%-254.4pp | 478.56%-469.4pp |
| Employer contribution / active EE | $1,379 | $5,297-74.0% | $4,829-71.4% | $4,837-71.5% |
| Participant deferral / active EE | $6,532 | $7,750-15.7% | $7,352-11.2% | $6,341+3.0% |
| Admin fee / account holder | $16,030 | $12,554+27.7% | $10,799+48.4% | $12,309+30.2% |