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 | $244,268 | $76,312+220.1% | $67,221+263.4% | $158,922+53.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.73% | 22.77%-22.0pp | 20.72%-20.0pp | 302.83%-302.1pp |
| Employer contribution / active EE | $24,184 | $4,476+440.3% | $3,723+549.5% | $4,761+407.9% |
| Participant deferral / active EE | $20,855 | $5,264+296.2% | $4,384+375.7% | $5,982+248.6% |
| Admin fee / account holder | $8,350 | $8,005+4.3% | $5,844+42.9% | $11,246-25.7% |