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 | $52,697 | $90,348-41.7% | $75,972-30.6% | $145,922-63.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 7.90% | 620.88%-613.0pp | 359.55%-351.6pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,060 | $3,311-37.8% | $2,685-23.3% | $4,660-55.8% |
| Participant deferral / active EE | $6,383 | $5,162+23.7% | $4,255+50.0% | $6,688-4.6% |
| Admin fee / account holder | $2,133 | $8,467-74.8% | $6,467-67.0% | $13,397-84.1% |