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 | $91,296 | $107,334-14.9% | $92,893-1.7% | $152,861-40.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.39% | 145.58%-135.2pp | 109.41%-99.0pp | 345.32%-334.9pp |
| Employer contribution / active EE | $22,175 | $4,221+425.4% | $3,653+507.1% | $4,762+365.6% |
| Participant deferral / active EE | $13,200 | $4,845+172.5% | $4,236+211.6% | $5,850+125.6% |
| Admin fee / account holder | $643 | $7,079-90.9% | $5,794-88.9% | $11,596-94.5% |