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 | $176,466 | $108,919+62.0% | $100,391+75.8% | $145,922+20.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.32% | 57.88%-48.6pp | 49.20%-39.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $12,656 | $4,419+186.4% | $3,942+221.1% | $4,660+171.6% |
| Participant deferral / active EE | $25,072 | $8,445+196.9% | $8,082+210.2% | $6,688+274.9% |
| Admin fee / account holder | $1,749 | $9,689-81.9% | $7,899-77.9% | $13,397-86.9% |