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 6-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 | $99,362 | $210,648-52.8% | $177,989-44.2% | $145,922-31.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.03% | 385.86%-381.8pp | 294.48%-290.5pp | 561.29%-557.3pp |
| Employer contribution / active EE | $2,188 | $4,565-52.1% | $3,949-44.6% | $4,660-53.0% |
| Participant deferral / active EE | $4,355 | $6,958-37.4% | $6,276-30.6% | $6,688-34.9% |
| Admin fee / account holder | $862 | $12,013-92.8% | $10,363-91.7% | $13,397-93.6% |