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 8-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 | $158,838 | $73,515+116.1% | $62,995+152.1% | $147,584+7.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 3.88% | 175.43%-171.5pp | 87.57%-83.7pp | 578.55%-574.7pp |
| Employer contribution / active EE | $814 | $3,320-75.5% | $2,759-70.5% | $4,876-83.3% |
| Participant deferral / active EE | $814 | $4,185-80.6% | $3,329-75.6% | $5,439-85.0% |
| Admin fee / account holder | $52,065 | $5,953+774.5% | $3,600+1346.3% | $10,885+378.3% |