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 | $99,877+2.5% | $84,966+20.4% | $145,922-29.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.02% | 83.76%-79.7pp | 66.38%-62.4pp | 561.29%-557.3pp |
| Employer contribution / active EE | $26,849 | $3,231+730.9% | $2,727+884.5% | $4,660+476.2% |
| Participant deferral / active EE | $2,300 | $5,291-56.5% | $4,519-49.1% | $6,688-65.6% |
| Admin fee / account holder | $540 | $7,248-92.6% | $6,149-91.2% | $13,397-96.0% |