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 | $105,624 | $105,998-0.4% | $92,233+14.5% | $147,584-28.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.78% | 50.05%-45.3pp | 176.28%-171.5pp | 578.55%-573.8pp |
| Employer contribution / active EE | $2,262 | $4,333-47.8% | $3,679-38.5% | $4,876-53.6% |
| Participant deferral / active EE | $21,000 | $4,478+369.0% | $3,897+438.9% | $5,439+286.1% |
| Admin fee / account holder | $426 | $6,332-93.3% | $5,194-91.8% | $10,885-96.1% |