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 | $8,176 | $88,751-90.8% | $81,812-90.0% | $145,922-94.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 6.72% | 1025.40%-1018.7pp | 773.79%-767.1pp | 561.29%-554.6pp |
| Employer contribution / active EE | $846 | $3,083-72.6% | $2,912-70.9% | $4,660-81.8% |
| Participant deferral / active EE | $2,217 | $4,643-52.3% | $4,319-48.7% | $6,688-66.9% |
| Admin fee / account holder | $1,260 | $8,415-85.0% | $7,386-82.9% | $13,397-90.6% |