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 | $85,739 | $159,901-46.4% | $146,958-41.7% | $145,922-41.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 5.20% | 98.13%-92.9pp | 418.34%-413.1pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,487 | $5,286-71.9% | $4,933-69.9% | $4,660-68.1% |
| Participant deferral / active EE | $12,363 | $8,428+46.7% | $8,070+53.2% | $6,688+84.9% |
| Admin fee / account holder | $383 | $15,044-97.5% | $12,998-97.1% | $13,397-97.1% |