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 | $56,575 | $202,318-72.0% | $172,739-67.2% | $152,861-63.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 11.35% | 1029.65%-1018.3pp | 802.84%-791.5pp | 345.32%-334.0pp |
| Employer contribution / active EE | $12,635 | $5,856+115.8% | $5,143+145.7% | $4,762+165.3% |
| Participant deferral / active EE | $10,692 | $5,948+79.8% | $5,198+105.7% | $5,850+82.8% |
| Admin fee / account holder | $394 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |