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 | $41,623 | $168,632-75.3% | $147,614-71.8% | $125,391-66.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.83% | 77.65%-81.5pp | 61.98%-65.8pp | 282.22%-286.1pp |
| Employer contribution / active EE | $6,926 | $6,252+10.8% | $5,564+24.5% | $4,866+42.3% |
| Participant deferral / active EE | $5,400 | $5,507-1.9% | $4,895+10.3% | $5,352+0.9% |
| Admin fee / account holder | $626 | $13,580-95.4% | $11,611-94.6% | $9,540-93.4% |