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 | $168,920 | $226,064-25.3% | $182,532-7.5% | $152,861+10.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 1.26% | 192.51%-191.2pp | 148.54%-147.3pp | 345.32%-344.1pp |
| Employer contribution / active EE | $5,902 | $4,978+18.6% | $4,076+44.8% | $4,762+23.9% |
| Participant deferral / active EE | $8,429 | $6,368+32.4% | $5,524+52.6% | $5,850+44.1% |
| Admin fee / account holder | $2,354 | $10,703-78.0% | $8,592-72.6% | $11,596-79.7% |