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 | $135,186 | $88,751+52.3% | $81,812+65.2% | $145,922-7.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.12% | 1025.40%-1018.3pp | 773.79%-766.7pp | 561.29%-554.2pp |
| Employer contribution / active EE | $5,299 | $3,083+71.8% | $2,912+81.9% | $4,660+13.7% |
| Participant deferral / active EE | $5,299 | $4,643+14.1% | $4,319+22.7% | $6,688-20.8% |
| Admin fee / account holder | $460 | $8,415-94.5% | $7,386-93.8% | $13,397-96.6% |