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 6-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 | $56,386 | $133,922-57.9% | $116,228-51.5% | $142,382-60.4% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.6%+18.8pp | 80.1%+13.2pp |
| Annual return | 7.73% | 147.76%-140.0pp | 90.06%-82.3pp | 217.08%-209.3pp |
| Employer contribution / active EE | $10,209 | $3,446+196.3% | $2,994+240.9% | $4,299+137.5% |
| Participant deferral / active EE | $3,375 | $5,672-40.5% | $4,953-31.9% | $6,507-48.1% |
| Admin fee / account holder | $4,361 | $14,945-70.8% | $11,989-63.6% | $12,624-65.5% |