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 | $101,248 | $104,907-3.5% | $84,611+19.7% | $152,861-33.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 4.13% | 373.79%-369.7pp | 258.74%-254.6pp | 345.32%-341.2pp |
| Employer contribution / active EE | $12,200 | $3,302+269.5% | $2,652+360.0% | $4,762+156.2% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $9,189 | $6,241+47.2% | $4,912+87.1% | $11,596-20.8% |