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 | $93,757 | $96,635-3.0% | $86,612+8.2% | $139,434-32.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.53% | 106.41%-99.9pp | 591.07%-584.5pp | 372.94%-366.4pp |
| Employer contribution / active EE | $9,403 | $3,263+188.2% | $3,022+211.1% | $4,751+97.9% |
| Participant deferral / active EE | $7,833 | $4,836+62.0% | $4,438+76.5% | $6,710+16.7% |
| Admin fee / account holder | $1,789 | $6,408-72.1% | $5,614-68.1% | $11,403-84.3% |