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 | $169,013 | $110,261+53.3% | $95,745+76.5% | $139,434+21.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.27% | 27.11%-19.8pp | 28.35%-21.1pp | 372.94%-365.7pp |
| Employer contribution / active EE | $7,680 | $3,257+135.8% | $2,835+171.0% | $4,751+61.7% |
| Participant deferral / active EE | $7,213 | $4,676+54.3% | $4,245+69.9% | $6,710+7.5% |
| Admin fee / account holder | $16,526 | $6,613+149.9% | $5,678+191.1% | $11,403+44.9% |