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 | $61,836 | $150,440-58.9% | $136,294-54.6% | $147,584-58.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 8.76% | 1049.08%-1040.3pp | 5155.94%-5147.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $21,830 | $5,256+315.3% | $4,695+364.9% | $4,876+347.7% |
| Participant deferral / active EE | $6,242 | $6,630-5.9% | $6,247-0.1% | $5,439+14.8% |
| Admin fee / account holder | $2,364 | $10,905-78.3% | $9,243-74.4% | $10,885-78.3% |