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 | $79,908 | $157,256-49.2% | $141,162-43.4% | $152,861-47.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.53% | 64.32%-52.8pp | 71.39%-59.9pp | 345.32%-333.8pp |
| Employer contribution / active EE | $6,357 | $5,261+20.8% | $4,735+34.3% | $4,762+33.5% |
| Participant deferral / active EE | $12,516 | $7,109+76.1% | $6,709+86.6% | $5,850+113.9% |
| Admin fee / account holder | $1,419 | $12,120-88.3% | $10,261-86.2% | $11,596-87.8% |