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 | $65,756 | $209,411-68.6% | $178,490-63.2% | $158,922-58.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.31% | 188.75%-190.1pp | 151.07%-152.4pp | 302.83%-304.1pp |
| Employer contribution / active EE | $10,915 | $5,706+91.3% | $5,011+117.8% | $4,761+129.2% |
| Participant deferral / active EE | $4,645 | $5,954-22.0% | $5,202-10.7% | $5,982-22.3% |
| Admin fee / account holder | $2,316 | $17,074-86.4% | $13,984-83.4% | $11,246-79.4% |