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 | $218,025 | $175,202+24.4% | $149,673+45.7% | $139,434+56.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.18% | 166.71%-156.5pp | 134.42%-124.2pp | 372.94%-362.8pp |
| Employer contribution / active EE | $15,241 | $5,474+178.4% | $4,818+216.4% | $4,751+220.8% |
| Participant deferral / active EE | $2,600 | $6,519-60.1% | $5,680-54.2% | $6,710-61.3% |
| Admin fee / account holder | $6,974 | $16,150-56.8% | $13,210-47.2% | $11,403-38.8% |