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 | $84,902 | $105,998-19.9% | $92,233-7.9% | $147,584-42.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.68% | 50.05%-45.4pp | 176.28%-171.6pp | 578.55%-573.9pp |
| Employer contribution / active EE | $1,108 | $4,333-74.4% | $3,679-69.9% | $4,876-77.3% |
| Participant deferral / active EE | $4,605 | $4,478+2.8% | $3,897+18.2% | $5,439-15.3% |
| Admin fee / account holder | $55,560 | $6,332+777.4% | $5,194+969.8% | $10,885+410.4% |