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 | $81,807 | $210,648-61.2% | $177,989-54.0% | $145,922-43.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.61% | 385.86%-379.2pp | 294.48%-287.9pp | 561.29%-554.7pp |
| Employer contribution / active EE | $10,339 | $4,565+126.5% | $3,949+161.8% | $4,660+121.9% |
| Participant deferral / active EE | $7,790 | $6,958+12.0% | $6,276+24.1% | $6,688+16.5% |
| Admin fee / account holder | $1,401 | $12,013-88.3% | $10,363-86.5% | $13,397-89.5% |