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 | $111,186 | $189,613-41.4% | $167,512-33.6% | $142,382-21.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.64% | 2024.68%-2015.0pp | 1615.79%-1606.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,356 | $4,349-22.8% | $3,882-13.5% | $4,299-21.9% |
| Participant deferral / active EE | $9,984 | $6,981+43.0% | $6,405+55.9% | $6,507+53.4% |
| Admin fee / account holder | $22,975 | $10,528+118.2% | $9,769+135.2% | $12,624+82.0% |