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 | $54,359 | $68,346-20.5% | $94,646-42.6% | $75,163-27.7% |
| Participation rate | 80.6% | 76.1%+4.5pp | 80.8%-0.2pp | 67.2%+13.5pp |
| Annual return | 13.62% | 616.93%-603.3pp | 156.71%-143.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $4,263 | $2,701+57.9% | $3,672+16.1% | $2,670+59.7% |
| Participant deferral / active EE | $6,392 | $6,537-2.2% | $7,418-13.8% | $4,125+55.0% |
| Admin fee / account holder | $1,114 | $5,326-79.1% | $7,231-84.6% | $5,651-80.3% |