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 8-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 | $114,660 | $159,901-28.3% | $146,958-22.0% | $145,922-21.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.06% | 98.13%-89.1pp | 418.34%-409.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,350 | $5,286-55.6% | $4,933-52.4% | $4,660-49.6% |
| Participant deferral / active EE | $11,373 | $8,428+34.9% | $8,070+40.9% | $6,688+70.1% |
| Admin fee / account holder | $606 | $15,044-96.0% | $12,998-95.3% | $13,397-95.5% |