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 | $59,578 | $88,751-32.9% | $81,812-27.2% | $145,922-59.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.10% | 1025.40%-1017.3pp | 773.79%-765.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $13,823 | $3,083+348.3% | $2,912+374.6% | $4,660+196.7% |
| Participant deferral / active EE | $3,836 | $4,643-17.4% | $4,319-11.2% | $6,688-42.6% |
| Admin fee / account holder | $1,905 | $8,415-77.4% | $7,386-74.2% | $13,397-85.8% |