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 | $97,069 | $99,921-2.9% | $85,009+14.2% | $145,959-33.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 4.10% | 83.89%-79.8pp | 66.47%-62.4pp | 561.95%-557.8pp |
| Employer contribution / active EE | $1,475 | $3,233-54.4% | $2,728-45.9% | $4,661-68.3% |
| Participant deferral / active EE | $12,888 | $5,293+143.5% | $4,522+185.0% | $6,689+92.7% |
| Admin fee / account holder | $944 | $7,252-87.0% | $6,153-84.7% | $13,398-93.0% |