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 | $84,200 | $57,281+47.0% | $86,612-2.8% | $75,163+12.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.98% | 2670.75%-2657.8pp | 591.07%-578.1pp | 160.62%-147.6pp |
| Employer contribution / active EE | $3,082 | $2,314+33.1% | $3,022+2.0% | $2,670+15.4% |
| Participant deferral / active EE | $8,004 | $3,318+141.3% | $4,438+80.4% | $4,125+94.0% |
| Admin fee / account holder | $22,395 | $4,112+444.7% | $5,614+298.9% | $5,651+296.3% |