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 | $120,710 | $150,440-19.8% | $136,294-11.4% | $147,584-18.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.77% | 1049.08%-1041.3pp | 5155.94%-5148.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $1,932 | $5,256-63.2% | $4,695-58.9% | $4,876-60.4% |
| Participant deferral / active EE | $3,717 | $6,630-43.9% | $6,247-40.5% | $5,439-31.7% |
| Admin fee / account holder | $1,473 | $10,905-86.5% | $9,243-84.1% | $10,885-86.5% |