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 | $129,905 | $189,613-31.5% | $167,512-22.5% | $142,382-8.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.73% | 2024.68%-2015.9pp | 1615.79%-1607.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,100 | $4,349-51.7% | $3,882-45.9% | $4,299-51.2% |
| Participant deferral / active EE | $3,600 | $6,981-48.4% | $6,405-43.8% | $6,507-44.7% |
| Admin fee / account holder | $1,675 | $10,528-84.1% | $9,769-82.9% | $12,624-86.7% |