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 | $188,546 | $183,519+2.7% | $155,509+21.2% | $145,922+29.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.49% | 61.17%-57.7pp | 64.67%-61.2pp | 561.29%-557.8pp |
| Employer contribution / active EE | $6,640 | $5,313+25.0% | $4,672+42.1% | $4,660+42.5% |
| Participant deferral / active EE | $9,450 | $6,462+46.2% | $5,626+68.0% | $6,688+41.3% |
| Admin fee / account holder | $1,518 | $19,313-92.1% | $15,912-90.5% | $13,397-88.7% |