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 | $109,875 | $150,440-27.0% | $136,294-19.4% | $147,584-25.6% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 9.21% | 1049.08%-1039.9pp | 5155.94%-5146.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $3,471 | $5,256-34.0% | $4,695-26.1% | $4,876-28.8% |
| Participant deferral / active EE | $9,604 | $6,630+44.8% | $6,247+53.7% | $5,439+76.6% |
| Admin fee / account holder | $384 | $10,905-96.5% | $9,243-95.8% | $10,885-96.5% |