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 | $28,467 | $159,901-82.2% | $146,958-80.6% | $145,922-80.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 6.99% | 98.13%-91.1pp | 418.34%-411.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,071 | $5,286-60.8% | $4,933-58.0% | $4,660-55.6% |
| Participant deferral / active EE | $3,460 | $8,428-58.9% | $8,070-57.1% | $6,688-48.3% |
| Admin fee / account holder | $4,528 | $15,044-69.9% | $12,998-65.2% | $13,397-66.2% |