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 6-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 | $71,497 | $72,071-0.8% | $68,368+4.6% | $137,256-47.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.35% | 353.14%-341.8pp | 292.57%-281.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $14,804 | $2,788+431.0% | $2,649+458.9% | $4,156+256.2% |
| Participant deferral / active EE | $4,742 | $4,410+7.5% | $4,123+15.0% | $6,407-26.0% |
| Admin fee / account holder | $2,195 | $5,336-58.9% | $5,150-57.4% | $12,270-82.1% |