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 | $199,245 | $232,540-14.3% | $185,117+7.6% | $147,584+35.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 5.36% | 43.03%-37.7pp | 40.50%-35.1pp | 578.55%-573.2pp |
| Employer contribution / active EE | $3,363 | $5,195-35.3% | $4,182-19.6% | $4,876-31.0% |
| Participant deferral / active EE | $11,944 | $5,834+104.7% | $5,045+136.8% | $5,439+119.6% |
| Admin fee / account holder | $14,207 | $10,275+38.3% | $8,159+74.1% | $10,885+30.5% |