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 7-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 | $45,213 | $88,751-49.1% | $81,812-44.7% | $145,922-69.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 8.64% | 1025.40%-1016.8pp | 773.79%-765.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,618 | $3,083-15.1% | $2,912-10.1% | $4,660-43.8% |
| Participant deferral / active EE | $5,161 | $4,643+11.2% | $4,319+19.5% | $6,688-22.8% |
| Admin fee / account holder | $3,516 | $8,415-58.2% | $7,386-52.4% | $13,397-73.8% |