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 | $67,268 | $105,859-36.5% | $90,160-25.4% | $147,584-54.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 6.67% | 37.63%-31.0pp | 34.88%-28.2pp | 578.55%-571.9pp |
| Employer contribution / active EE | $25,091 | $4,126+508.1% | $3,318+656.2% | $4,876+414.5% |
| Participant deferral / active EE | $12,244 | $5,733+113.6% | $5,288+131.6% | $5,439+125.1% |
| Admin fee / account holder | $3,807 | $8,046-52.7% | $5,943-35.9% | $10,885-65.0% |