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 8-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 | $170,209 | $157,256+8.2% | $141,162+20.6% | $152,861+11.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 8.12% | 64.32%-56.2pp | 71.39%-63.3pp | 345.32%-337.2pp |
| Employer contribution / active EE | $9,086 | $5,261+72.7% | $4,735+91.9% | $4,762+90.8% |
| Participant deferral / active EE | $7,176 | $7,109+0.9% | $6,709+7.0% | $5,850+22.7% |
| Admin fee / account holder | $22,850 | $12,120+88.5% | $10,261+122.7% | $11,596+97.0% |