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 | $219,488 | $183,519+19.6% | $155,509+41.1% | $145,922+50.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.13% | 61.17%-58.0pp | 64.67%-61.5pp | 561.29%-558.2pp |
| Employer contribution / active EE | $1,904 | $5,313-64.2% | $4,672-59.2% | $4,660-59.1% |
| Participant deferral / active EE | $6,667 | $6,462+3.2% | $5,626+18.5% | $6,688-0.3% |
| Admin fee / account holder | $1,077 | $19,313-94.4% | $15,912-93.2% | $13,397-92.0% |