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 | $154,228+40.6% | $145,433+49.1% | $137,256+58.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.24% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $18,546 | $4,804+286.0% | $4,554+307.2% | $4,156+346.2% |
| Participant deferral / active EE | $9,036 | $8,216+10.0% | $7,897+14.4% | $6,407+41.0% |
| Admin fee / account holder | $2,256 | $14,344-84.3% | $13,129-82.8% | $12,270-81.6% |