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 7-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 | $122,241 | $70,587+73.2% | $124,672-2.0% | $85,850+42.4% |
| Participation rate | 83.9% | 64.4%+19.5pp | 74.6%+9.3pp | 69.3%+14.6pp |
| Annual return | 8.86% | 20688.83%-20680.0pp | 5142.93%-5134.1pp | 318.53%-309.7pp |
| Employer contribution / active EE | $1,881 | $1,913-1.7% | $3,324-43.4% | $2,565-26.7% |
| Participant deferral / active EE | $4,421 | $2,969+48.9% | $4,614-4.2% | $3,952+11.9% |
| Admin fee / account holder | $2,053 | $5,282-61.1% | $7,493-72.6% | $6,260-67.2% |