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 | $148,233 | $189,613-21.8% | $167,512-11.5% | $142,382+4.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.32% | 2024.68%-2018.4pp | 1615.79%-1609.5pp | 217.08%-210.8pp |
| Employer contribution / active EE | $30,834 | $4,349+609.0% | $3,882+694.4% | $4,299+617.2% |
| Participant deferral / active EE | $29,050 | $6,981+316.1% | $6,405+353.6% | $6,507+346.4% |
| Admin fee / account holder | $5,162 | $10,528-51.0% | $9,769-47.2% | $12,624-59.1% |