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 5-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 | $174,318 | $96,635+80.4% | $86,612+101.3% | $139,434+25.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.99% | 106.41%-101.4pp | 591.07%-586.1pp | 372.94%-367.9pp |
| Employer contribution / active EE | $6,589 | $3,263+101.9% | $3,022+118.0% | $4,751+38.7% |
| Participant deferral / active EE | $8,469 | $4,836+75.1% | $4,438+90.8% | $6,710+26.2% |
| Admin fee / account holder | $802 | $6,408-87.5% | $5,614-85.7% | $11,403-93.0% |