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 9-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 | $196,863 | $159,901+23.1% | $146,958+34.0% | $145,922+34.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 6.43% | 98.13%-91.7pp | 418.34%-411.9pp | 561.29%-554.9pp |
| Employer contribution / active EE | $3,420 | $5,286-35.3% | $4,933-30.7% | $4,660-26.6% |
| Participant deferral / active EE | $8,532 | $8,428+1.2% | $8,070+5.7% | $6,688+27.6% |
| Admin fee / account holder | $469 | $15,044-96.9% | $12,998-96.4% | $13,397-96.5% |