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 | $39,187 | $150,440-74.0% | $136,294-71.2% | $147,584-73.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.42% | 1049.08%-1040.7pp | 5155.94%-5147.5pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,042 | $5,256-80.2% | $4,695-77.8% | $4,876-78.6% |
| Participant deferral / active EE | $2,842 | $6,630-57.1% | $6,247-54.5% | $5,439-47.8% |
| Admin fee / account holder | $778 | $10,905-92.9% | $9,243-91.6% | $10,885-92.9% |