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 9-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 | $24,610 | $102,604-76.0% | $86,188-71.4% | $139,434-82.3% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.0%+22.7pp | 80.3%+11.3pp |
| Annual return | 5.96% | 1922.51%-1916.6pp | 1168.45%-1162.5pp | 372.94%-367.0pp |
| Employer contribution / active EE | $2,184 | $3,032-28.0% | $2,380-8.2% | $4,751-54.0% |
| Participant deferral / active EE | $4,649 | $4,676-0.6% | $3,985+16.6% | $6,710-30.7% |
| Admin fee / account holder | $544 | $8,657-93.7% | $6,852-92.1% | $11,403-95.2% |