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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,732 | $104,475-7.4% | $159,436-39.3% | $79,386+21.9% |
| Participation rate | 97.2% | 76.6%+20.6pp | 82.8%+14.3pp | 70.7%+26.5pp |
| Annual return | 6.74% | 67.95%-61.2pp | 263.57%-256.8pp | 116.85%-110.1pp |
| Employer contribution / active EE | $10,094 | $3,417+195.4% | $4,829+109.0% | $2,427+315.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $656 | $711-7.7% | $10,799-93.9% | $626+4.8% |