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 10-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 | $89,136 | $150,440-40.7% | $136,294-34.6% | $147,584-39.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.49% | 1049.08%-1039.6pp | 5155.94%-5146.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,351 | $5,256-55.3% | $4,695-49.9% | $4,876-51.8% |
| Participant deferral / active EE | $4,017 | $6,630-39.4% | $6,247-35.7% | $5,439-26.1% |
| Admin fee / account holder | $4,186 | $10,905-61.6% | $9,243-54.7% | $10,885-61.5% |