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 | $135,317 | $159,901-15.4% | $146,958-7.9% | $145,922-7.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.69% | 98.13%-89.4pp | 418.34%-409.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $13,500 | $5,286+155.4% | $4,933+173.7% | $4,660+189.7% |
| Participant deferral / active EE | $18,940 | $8,428+124.7% | $8,070+134.7% | $6,688+183.2% |
| Admin fee / account holder | $1,425 | $15,044-90.5% | $12,998-89.0% | $13,397-89.4% |