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 | $38,071 | $96,635-60.6% | $86,612-56.0% | $139,434-72.7% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 8.81% | 106.41%-97.6pp | 591.07%-582.3pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,260 | $3,263-61.4% | $3,022-58.3% | $4,751-73.5% |
| Participant deferral / active EE | $6,509 | $4,836+34.6% | $4,438+46.7% | $6,710-3.0% |
| Admin fee / account holder | $305 | $6,408-95.2% | $5,614-94.6% | $11,403-97.3% |