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 | $82,836 | $150,440-44.9% | $136,294-39.2% | $147,584-43.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.42% | 1049.08%-1044.7pp | 5155.94%-5151.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $3,654 | $5,256-30.5% | $4,695-22.2% | $4,876-25.1% |
| Participant deferral / active EE | $13,699 | $6,630+106.6% | $6,247+119.3% | $5,439+151.9% |
| Admin fee / account holder | $2,640 | $10,905-75.8% | $9,243-71.4% | $10,885-75.7% |