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 | $169,736 | $210,698-19.4% | $178,014-4.7% | $145,959+16.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.49% | 386.27%-379.8pp | 294.80%-288.3pp | 561.95%-555.5pp |
| Employer contribution / active EE | $26,130 | $4,567+472.1% | $3,950+561.5% | $4,661+460.6% |
| Participant deferral / active EE | $23,575 | $6,958+238.8% | $6,276+275.6% | $6,689+252.5% |
| Admin fee / account holder | $23,953 | $12,016+99.3% | $10,362+131.2% | $13,398+78.8% |