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 | $144,365 | $176,662-18.3% | $130,648+10.5% | $152,861-5.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 2.50% | 2692.24%-2689.7pp | 1708.96%-1706.5pp | 345.32%-342.8pp |
| Employer contribution / active EE | $8,623 | $5,742+50.2% | $4,092+110.7% | $4,762+81.1% |
| Participant deferral / active EE | $7,655 | $4,361+75.5% | $3,603+112.5% | $5,850+30.8% |
| Admin fee / account holder | $916 | $7,133-87.2% | $5,464-83.2% | $11,596-92.1% |