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 | $144,505 | $144,119+0.3% | $117,854+22.6% | $147,584-2.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.43% | 531.15%-522.7pp | 335.08%-326.6pp | 578.55%-570.1pp |
| Employer contribution / active EE | $2,596 | $4,896-47.0% | $3,786-31.4% | $4,876-46.8% |
| Participant deferral / active EE | $10,571 | $5,316+98.9% | $4,482+135.9% | $5,439+94.4% |
| Admin fee / account holder | $11,546 | $10,886+6.1% | $8,020+44.0% | $10,885+6.1% |