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 4-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 | $91,853 | $210,648-56.4% | $177,989-48.4% | $145,922-37.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.12% | 385.86%-383.7pp | 294.48%-292.4pp | 561.29%-559.2pp |
| Employer contribution / active EE | $21,750 | $4,565+376.5% | $3,949+450.8% | $4,660+366.8% |
| Participant deferral / active EE | $7,950 | $6,958+14.3% | $6,276+26.7% | $6,688+18.9% |
| Admin fee / account holder | $7,976 | $12,013-33.6% | $10,363-23.0% | $13,397-40.5% |