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 | $177,515 | $176,812+0.4% | $146,665+21.0% | $167,490+6.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.95% | 24.03%-15.1pp | 22.74%-13.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $18,650 | $5,160+261.4% | $4,136+350.9% | $4,837+285.5% |
| Participant deferral / active EE | $6,370 | $6,440-1.1% | $5,506+15.7% | $6,341+0.5% |
| Admin fee / account holder | $18,107 | $13,259+36.6% | $10,280+76.1% | $12,309+47.1% |