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 10-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 | $89,204 | $150,440-40.7% | $136,294-34.6% | $147,584-39.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 10.03% | 1049.08%-1039.1pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $2,183 | $5,256-58.5% | $4,695-53.5% | $4,876-55.2% |
| Participant deferral / active EE | $6,702 | $6,630+1.1% | $6,247+7.3% | $5,439+23.2% |
| Admin fee / account holder | $23,948 | $10,905+119.6% | $9,243+159.1% | $10,885+120.0% |