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 | $88,322 | $97,125-9.1% | $86,233+2.4% | $137,256-35.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.56% | 74.19%-64.6pp | 61.39%-51.8pp | 220.34%-210.8pp |
| Employer contribution / active EE | $9,911 | $2,841+248.8% | $2,504+295.8% | $4,156+138.5% |
| Participant deferral / active EE | $5,170 | $5,180-0.2% | $4,559+13.4% | $6,407-19.3% |
| Admin fee / account holder | $1,896 | $9,725-80.5% | $8,342-77.3% | $12,270-84.5% |