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 | $48,644 | $165,335-70.6% | $149,696-67.5% | $158,922-69.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.27% | 348.15%-346.9pp | 276.60%-275.3pp | 302.83%-301.6pp |
| Employer contribution / active EE | $5,409 | $5,103+6.0% | $4,644+16.5% | $4,761+13.6% |
| Participant deferral / active EE | $6,302 | $7,181-12.2% | $6,842-7.9% | $5,982+5.3% |
| Admin fee / account holder | $656 | $10,807-93.9% | $9,309-93.0% | $11,246-94.2% |