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 10-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 | $26,154 | $150,440-82.6% | $136,294-80.8% | $147,584-82.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 9.78% | 1049.08%-1039.3pp | 5155.94%-5146.2pp | 578.55%-568.8pp |
| Employer contribution / active EE | $2,177 | $5,256-58.6% | $4,695-53.6% | $4,876-55.4% |
| Participant deferral / active EE | $5,488 | $6,630-17.2% | $6,247-12.1% | $5,439+0.9% |
| Admin fee / account holder | $3,329 | $10,905-69.5% | $9,243-64.0% | $10,885-69.4% |