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 3-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 | $46,736 | $111,724-58.2% | $93,606-50.1% | $145,922-68.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.50% | 202.98%-195.5pp | 133.20%-125.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $3,473 | $3,090+12.4% | $2,420+43.5% | $4,660-25.5% |
| Participant deferral / active EE | $6,738 | $4,912+37.2% | $4,411+52.7% | $6,688+0.7% |
| Admin fee / account holder | $11,098 | $10,250+8.3% | $8,285+34.0% | $13,397-17.2% |