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 | $77,057 | $104,907-26.5% | $84,611-8.9% | $152,861-49.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 8.93% | 373.79%-364.9pp | 258.74%-249.8pp | 345.32%-336.4pp |
| Employer contribution / active EE | $504 | $3,302-84.7% | $2,652-81.0% | $4,762-89.4% |
| Participant deferral / active EE | $10,228 | $4,688+118.2% | $3,899+162.3% | $5,850+74.8% |
| Admin fee / account holder | $934 | $6,241-85.0% | $4,912-81.0% | $11,596-91.9% |