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 | $183,004 | $177,572+3.1% | $154,803+18.2% | $142,382+28.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.81% | 65.07%-55.3pp | 58.88%-49.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $9,292 | $4,810+93.2% | $4,305+115.8% | $4,299+116.1% |
| Participant deferral / active EE | $4,672 | $6,272-25.5% | $5,540-15.7% | $6,507-28.2% |
| Admin fee / account holder | $1,369 | $16,786-91.8% | $14,329-90.4% | $12,624-89.2% |