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 | $131,296 | $150,440-12.7% | $136,294-3.7% | $147,584-11.0% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 7.63% | 1049.08%-1041.5pp | 5155.94%-5148.3pp | 578.55%-570.9pp |
| Employer contribution / active EE | $7,329 | $5,256+39.4% | $4,695+56.1% | $4,876+50.3% |
| Participant deferral / active EE | $5,054 | $6,630-23.8% | $6,247-19.1% | $5,439-7.1% |
| Admin fee / account holder | $2,804 | $10,905-74.3% | $9,243-69.7% | $10,885-74.2% |