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 | $38,037 | $109,817-65.4% | $98,442-61.4% | $167,490-77.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.97% | 1956.69%-1948.7pp | 1492.73%-1484.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $2,950 | $3,224-8.5% | $2,960-0.3% | $4,837-39.0% |
| Participant deferral / active EE | $5,664 | $4,673+21.2% | $4,276+32.4% | $6,341-10.7% |
| Admin fee / account holder | $535 | $6,753-92.1% | $5,949-91.0% | $12,309-95.7% |