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 | $111,566 | $168,632-33.8% | $147,614-24.4% | $125,391-11.0% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -4.30% | 77.65%-81.9pp | 61.98%-66.3pp | 282.22%-286.5pp |
| Employer contribution / active EE | $1,357 | $6,252-78.3% | $5,564-75.6% | $4,866-72.1% |
| Participant deferral / active EE | $9,740 | $5,507+76.9% | $4,895+99.0% | $5,352+82.0% |
| Admin fee / account holder | $514 | $13,580-96.2% | $11,611-95.6% | $9,540-94.6% |