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 | $96,884 | $157,256-38.4% | $141,162-31.4% | $152,861-36.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.14% | 64.32%-55.2pp | 71.39%-62.3pp | 345.32%-336.2pp |
| Employer contribution / active EE | $6,254 | $5,261+18.9% | $4,735+32.1% | $4,762+31.3% |
| Participant deferral / active EE | $16,115 | $7,109+126.7% | $6,709+140.2% | $5,850+175.5% |
| Admin fee / account holder | $23,209 | $12,120+91.5% | $10,261+126.2% | $11,596+100.1% |