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 8-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 | $124,039 | $115,770+7.1% | $101,248+22.5% | $158,922-21.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.19% | 56.14%-56.3pp | 46.47%-46.7pp | 302.83%-303.0pp |
| Employer contribution / active EE | $25,000 | $4,175+498.9% | $3,660+583.2% | $4,761+425.1% |
| Participant deferral / active EE | $23,834 | $4,957+380.8% | $4,370+445.4% | $5,982+298.4% |
| Admin fee / account holder | $603 | $7,245-91.7% | $5,945-89.9% | $11,246-94.6% |