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 | $179,845 | $157,256+14.4% | $141,162+27.4% | $152,861+17.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.12% | 64.32%-62.2pp | 71.39%-69.3pp | 345.32%-343.2pp |
| Employer contribution / active EE | $14,174 | $5,261+169.4% | $4,735+199.4% | $4,762+197.6% |
| Participant deferral / active EE | $20,667 | $7,109+190.7% | $6,709+208.0% | $5,850+253.3% |
| Admin fee / account holder | $2,345 | $12,120-80.7% | $10,261-77.1% | $11,596-79.8% |