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 | $63,008 | $124,185-49.3% | $108,410-41.9% | $167,490-62.4% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 8.23% | 1379.64%-1371.4pp | 905.27%-897.0pp | 478.56%-470.3pp |
| Employer contribution / active EE | $3,129 | $4,187-25.3% | $3,558-12.1% | $4,837-35.3% |
| Participant deferral / active EE | $9,888 | $6,908+43.1% | $6,563+50.7% | $6,341+55.9% |
| Admin fee / account holder | $14,820 | $9,455+56.7% | $7,295+103.1% | $12,309+20.4% |