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 | $173,350 | $167,484+3.5% | $151,611+14.3% | $134,475+28.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.72% | 7.80%-31.5pp | 3.33%-27.1pp | 417.96%-441.7pp |
| Employer contribution / active EE | $20,167 | $6,829+195.3% | $6,166+227.1% | $4,740+325.5% |
| Participant deferral / active EE | $13,843 | $8,986+54.1% | $8,363+65.5% | $6,400+116.3% |
| Admin fee / account holder | $22,517 | $13,783+63.4% | $11,616+93.8% | $11,426+97.1% |