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 | $123,236 | $176,056-30.0% | $159,436-22.7% | $167,490-26.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.52% | 331.75%-324.2pp | 263.57%-256.1pp | 478.56%-471.0pp |
| Employer contribution / active EE | $4,078 | $5,297-23.0% | $4,829-15.6% | $4,837-15.7% |
| Participant deferral / active EE | $8,829 | $7,750+13.9% | $7,352+20.1% | $6,341+39.2% |
| Admin fee / account holder | $2,474 | $12,554-80.3% | $10,799-77.1% | $12,309-79.9% |