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 | $99,687 | $232,540-57.1% | $185,117-46.1% | $147,584-32.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 1.74% | 43.03%-41.3pp | 40.50%-38.8pp | 578.55%-576.8pp |
| Employer contribution / active EE | $17,045 | $5,195+228.1% | $4,182+307.6% | $4,876+249.6% |
| Participant deferral / active EE | $9,544 | $5,834+63.6% | $5,045+89.2% | $5,439+75.5% |
| Admin fee / account holder | $1,218 | $10,275-88.1% | $8,159-85.1% | $10,885-88.8% |