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 | $158,238 | $172,111-8.1% | $150,298+5.3% | $137,256+15.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.51% | 69.37%-62.9pp | 62.79%-56.3pp | 220.34%-213.8pp |
| Employer contribution / active EE | $4,577 | $4,636-1.3% | $4,154+10.2% | $4,156+10.1% |
| Participant deferral / active EE | $12,052 | $6,166+95.5% | $5,453+121.0% | $6,407+88.1% |
| Admin fee / account holder | $127,330 | $16,471+673.1% | $14,116+802.0% | $12,270+937.7% |