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 | $224,121 | $167,484+33.8% | $151,611+47.8% | $134,475+66.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.79% | 7.80%-29.6pp | 3.33%-25.1pp | 417.96%-439.8pp |
| Employer contribution / active EE | $19,084 | $6,829+179.4% | $6,166+209.5% | $4,740+302.6% |
| Participant deferral / active EE | $11,972 | $8,986+33.2% | $8,363+43.2% | $6,400+87.1% |
| Admin fee / account holder | $39,914 | $13,783+189.6% | $11,616+243.6% | $11,426+249.3% |