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 | $110,258 | $74,888+47.2% | $71,209+54.8% | $142,382-22.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.61% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,262 | $2,854-20.7% | $2,721-16.9% | $4,299-47.4% |
| Participant deferral / active EE | $6,129 | $4,454+37.6% | $4,175+46.8% | $6,507-5.8% |
| Admin fee / account holder | $1,636 | $5,568-70.6% | $5,349-69.4% | $12,624-87.0% |