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 6-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 | $171,253 | $189,613-9.7% | $167,512+2.2% | $142,382+20.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 8.43% | 2024.68%-2016.3pp | 1615.79%-1607.4pp | 217.08%-208.6pp |
| Employer contribution / active EE | $2,726 | $4,349-37.3% | $3,882-29.8% | $4,299-36.6% |
| Participant deferral / active EE | $7,524 | $6,981+7.8% | $6,405+17.5% | $6,507+15.6% |
| Admin fee / account holder | $9,424 | $10,528-10.5% | $9,769-3.5% | $12,624-25.3% |