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 4-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 | $216,860 | $159,602+35.9% | $150,045+44.5% | $142,382+52.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.24% | 70.24%-60.0pp | 62.55%-52.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $18,546 | $4,961+273.9% | $4,693+295.2% | $4,299+331.4% |
| Participant deferral / active EE | $9,036 | $8,310+8.7% | $7,997+13.0% | $6,507+38.9% |
| Admin fee / account holder | $2,256 | $14,846-84.8% | $13,435-83.2% | $12,624-82.1% |