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 | $104,628 | $165,984-37.0% | $164,813-36.5% | $145,922-28.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 8.34% | 100.03%-91.7pp | 69.93%-61.6pp | 561.29%-552.9pp |
| Employer contribution / active EE | $12,927 | $5,273+145.2% | $4,341+197.8% | $4,660+177.4% |
| Participant deferral / active EE | $4,909 | $6,959-29.5% | $6,031-18.6% | $6,688-26.6% |
| Admin fee / account holder | $5,815 | $16,648-65.1% | $12,690-54.2% | $13,397-56.6% |