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 | $165,953 | $159,934+3.8% | $147,005+12.9% | $145,959+13.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.35% | 98.24%-89.9pp | 418.76%-410.4pp | 561.95%-553.6pp |
| Employer contribution / active EE | $5,691 | $5,287+7.6% | $4,934+15.3% | $4,661+22.1% |
| Participant deferral / active EE | $18,818 | $8,427+123.3% | $8,070+133.2% | $6,689+181.4% |
| Admin fee / account holder | $757 | $15,053-95.0% | $13,006-94.2% | $13,398-94.4% |