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 | $66,642 | $150,440-55.7% | $136,294-51.1% | $147,584-54.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.94% | 1049.08%-1040.1pp | 5155.94%-5147.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $19,371 | $5,256+268.5% | $4,695+312.6% | $4,876+297.3% |
| Participant deferral / active EE | $4,958 | $6,630-25.2% | $6,247-20.6% | $5,439-8.8% |
| Admin fee / account holder | $7,929 | $10,905-27.3% | $9,243-14.2% | $10,885-27.2% |