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 | $148,962 | $107,934+38.0% | $91,989+61.9% | $152,861-2.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 8.74% | 89.24%-80.5pp | 69.02%-60.3pp | 345.32%-336.6pp |
| Employer contribution / active EE | $14,513 | $4,210+244.7% | $3,452+320.4% | $4,762+204.7% |
| Participant deferral / active EE | $3,508 | $6,364-44.9% | $5,923-40.8% | $5,850-40.0% |
| Admin fee / account holder | $2,639 | $10,520-74.9% | $7,743-65.9% | $11,596-77.2% |