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 10-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 | $60,959 | $150,440-59.5% | $136,294-55.3% | $147,584-58.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.39% | 1049.08%-1039.7pp | 5155.94%-5146.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $2,333 | $5,256-55.6% | $4,695-50.3% | $4,876-52.1% |
| Participant deferral / active EE | $8,705 | $6,630+31.3% | $6,247+39.3% | $5,439+60.1% |
| Admin fee / account holder | $2,269 | $10,905-79.2% | $9,243-75.5% | $10,885-79.2% |