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 | $54,753 | $49,173+11.3% | $121,098-54.8% | $75,163-27.2% |
| Participation rate | 91.1% | 55.4%+35.7pp | 69.5%+21.6pp | 67.2%+23.9pp |
| Annual return | 12.76% | 55.99%-43.2pp | 985.75%-973.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $3,525 | $1,546+128.1% | $4,164-15.3% | $2,670+32.0% |
| Participant deferral / active EE | $3,122 | $2,628+18.8% | $4,080-23.5% | $4,125-24.3% |
| Admin fee / account holder | $1,383 | $3,942-64.9% | $5,644-75.5% | $5,651-75.5% |