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 4-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 | $53,246 | $159,901-66.7% | $146,958-63.8% | $145,922-63.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.52% | 98.13%-89.6pp | 418.34%-409.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $11,440 | $5,286+116.4% | $4,933+131.9% | $4,660+145.5% |
| Participant deferral / active EE | $12,000 | $8,428+42.4% | $8,070+48.7% | $6,688+79.4% |
| Admin fee / account holder | $1,266 | $15,044-91.6% | $12,998-90.3% | $13,397-90.5% |