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 | $102,330 | $99,921+2.4% | $85,009+20.4% | $145,959-29.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.02% | 83.89%-79.9pp | 66.47%-62.5pp | 561.95%-557.9pp |
| Employer contribution / active EE | $26,849 | $3,233+730.5% | $2,728+884.1% | $4,661+476.1% |
| Participant deferral / active EE | $2,300 | $5,293-56.5% | $4,522-49.1% | $6,689-65.6% |
| Admin fee / account holder | $540 | $7,252-92.6% | $6,153-91.2% | $13,398-96.0% |