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 9-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 | $88,098 | $159,901-44.9% | $146,958-40.1% | $145,922-39.6% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.4pp |
| Annual return | 8.41% | 98.13%-89.7pp | 418.34%-409.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $3,386 | $5,286-35.9% | $4,933-31.4% | $4,660-27.3% |
| Participant deferral / active EE | $8,714 | $8,428+3.4% | $8,070+8.0% | $6,688+30.3% |
| Admin fee / account holder | $8,736 | $15,044-41.9% | $12,998-32.8% | $13,397-34.8% |