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 | $147,886 | $227,553-35.0% | $189,557-22.0% | $167,490-11.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.05% | 78.40%-78.3pp | 64.17%-64.1pp | 478.56%-478.5pp |
| Employer contribution / active EE | $20,959 | $5,316+294.2% | $4,412+375.0% | $4,837+333.3% |
| Participant deferral / active EE | $13,050 | $7,002+86.4% | $6,174+111.4% | $6,341+105.8% |
| Admin fee / account holder | $1,217 | $11,878-89.8% | $9,807-87.6% | $12,309-90.1% |