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 | $227,316 | $172,111+32.1% | $150,298+51.2% | $137,256+65.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.71% | 69.37%-61.7pp | 62.79%-55.1pp | 220.34%-212.6pp |
| Employer contribution / active EE | $8,043 | $4,636+73.5% | $4,154+93.6% | $4,156+93.5% |
| Participant deferral / active EE | $12,915 | $6,166+109.5% | $5,453+136.9% | $6,407+101.6% |
| Admin fee / account holder | $3,330 | $16,471-79.8% | $14,116-76.4% | $12,270-72.9% |