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 9-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 | $117,252 | $210,648-44.3% | $177,989-34.1% | $145,922-19.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.01% | 385.86%-378.9pp | 294.48%-287.5pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,662 | $4,565-63.6% | $3,949-57.9% | $4,660-64.3% |
| Participant deferral / active EE | $26,000 | $6,958+273.7% | $6,276+314.3% | $6,688+288.8% |
| Admin fee / account holder | $9,958 | $12,013-17.1% | $10,363-3.9% | $13,397-25.7% |