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 7-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 | $86,486 | $159,901-45.9% | $146,958-41.1% | $145,922-40.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 8.44% | 98.13%-89.7pp | 418.34%-409.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $4,150 | $5,286-21.5% | $4,933-15.9% | $4,660-10.9% |
| Participant deferral / active EE | $18,723 | $8,428+122.1% | $8,070+132.0% | $6,688+180.0% |
| Admin fee / account holder | $7,232 | $15,044-51.9% | $12,998-44.4% | $13,397-46.0% |