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 | $122,864 | $114,381+7.4% | $107,525+14.3% | $142,382-13.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.23% | 242.71%-232.5pp | 181.32%-171.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,197 | $4,015-45.3% | $3,754-41.5% | $4,299-48.9% |
| Participant deferral / active EE | $14,032 | $5,564+152.2% | $5,116+174.3% | $6,507+115.6% |
| Admin fee / account holder | $9,432 | $9,860-4.3% | $8,919+5.7% | $12,624-25.3% |