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 | $60,203 | $104,664-42.5% | $85,682-29.7% | $167,490-64.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.59% | 21.45%-12.9pp | 21.49%-12.9pp | 478.56%-470.0pp |
| Employer contribution / active EE | $5,534 | $3,337+65.8% | $2,618+111.4% | $4,837+14.4% |
| Participant deferral / active EE | $9,226 | $4,824+91.2% | $3,923+135.2% | $6,341+45.5% |
| Admin fee / account holder | $1,941 | $10,032-80.7% | $6,873-71.8% | $12,309-84.2% |