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 | $150,787 | $114,381+31.8% | $107,525+40.2% | $142,382+5.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.68% | 242.71%-239.0pp | 181.32%-177.6pp | 217.08%-213.4pp |
| Employer contribution / active EE | $9,648 | $4,015+140.3% | $3,754+157.0% | $4,299+124.4% |
| Participant deferral / active EE | $20,637 | $5,564+270.9% | $5,116+303.4% | $6,507+217.1% |
| Admin fee / account holder | $647 | $9,860-93.4% | $8,919-92.7% | $12,624-94.9% |