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 | $152,735 | $183,519-16.8% | $155,509-1.8% | $145,922+4.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.22% | 61.17%-53.9pp | 64.67%-57.4pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,525 | $5,313-52.5% | $4,672-46.0% | $4,660-45.8% |
| Participant deferral / active EE | $9,423 | $6,462+45.8% | $5,626+67.5% | $6,688+40.9% |
| Admin fee / account holder | $3,700 | $19,313-80.8% | $15,912-76.7% | $13,397-72.4% |