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 | $70,395 | $159,901-56.0% | $146,958-52.1% | $145,922-51.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 5.04% | 98.13%-93.1pp | 418.34%-413.3pp | 561.29%-556.2pp |
| Employer contribution / active EE | $6,129 | $5,286+15.9% | $4,933+24.2% | $4,660+31.5% |
| Participant deferral / active EE | $13,458 | $8,428+59.7% | $8,070+66.8% | $6,688+101.2% |
| Admin fee / account holder | $33,519 | $15,044+122.8% | $12,998+157.9% | $13,397+150.2% |