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 | $136,174 | $157,256-13.4% | $141,162-3.5% | $152,861-10.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.11% | 64.32%-54.2pp | 71.39%-61.3pp | 345.32%-335.2pp |
| Employer contribution / active EE | $11,622 | $5,261+120.9% | $4,735+145.5% | $4,762+144.1% |
| Participant deferral / active EE | $7,749 | $7,109+9.0% | $6,709+15.5% | $5,850+32.5% |
| Admin fee / account holder | $1,743 | $12,120-85.6% | $10,261-83.0% | $11,596-85.0% |