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 9-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 | $178,800 | $179,726-0.5% | $156,263+14.4% | $142,382+25.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3.95% | 77.86%-73.9pp | 59.47%-55.5pp | 217.08%-213.1pp |
| Employer contribution / active EE | $18,397 | $5,069+262.9% | $4,333+324.6% | $4,299+327.9% |
| Participant deferral / active EE | $9,947 | $6,956+43.0% | $6,158+61.5% | $6,507+52.9% |
| Admin fee / account holder | $784 | $17,272-95.5% | $14,255-94.5% | $12,624-93.8% |