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 | $207,100 | $175,202+18.2% | $149,673+38.4% | $139,434+48.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.48% | 166.71%-160.2pp | 134.42%-127.9pp | 372.94%-366.5pp |
| Employer contribution / active EE | $2,566 | $5,474-53.1% | $4,818-46.7% | $4,751-46.0% |
| Participant deferral / active EE | $14,182 | $6,519+117.6% | $5,680+149.7% | $6,710+111.4% |
| Admin fee / account holder | $1,269 | $16,150-92.1% | $13,210-90.4% | $11,403-88.9% |