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 | $82,548 | $73,515+12.3% | $62,995+31.0% | $147,584-44.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.50% | 175.43%-168.9pp | 87.57%-81.1pp | 578.55%-572.0pp |
| Employer contribution / active EE | $8,099 | $3,320+143.9% | $2,759+193.6% | $4,876+66.1% |
| Participant deferral / active EE | $5,662 | $4,185+35.3% | $3,329+70.1% | $5,439+4.1% |
| Admin fee / account holder | $919 | $5,953-84.6% | $3,600-74.5% | $10,885-91.6% |