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 | $77,792 | $63,346+22.8% | $92,233-15.7% | $70,131+10.9% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 12.41% | 530.12%-517.7pp | 176.28%-163.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,974 | $2,471+20.4% | $3,679-19.2% | $2,342+27.0% |
| Participant deferral / active EE | $5,242 | $2,854+83.7% | $3,897+34.5% | $3,332+57.3% |
| Admin fee / account holder | $437 | $3,840-88.6% | $5,194-91.6% | $4,645-90.6% |