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 | $164,356 | $157,256+4.5% | $141,162+16.4% | $152,861+7.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.27% | 64.32%-52.1pp | 71.39%-59.1pp | 345.32%-333.0pp |
| Employer contribution / active EE | $15,271 | $5,261+190.3% | $4,735+222.5% | $4,762+220.7% |
| Participant deferral / active EE | $3,568 | $7,109-49.8% | $6,709-46.8% | $5,850-39.0% |
| Admin fee / account holder | $1,772 | $12,120-85.4% | $10,261-82.7% | $11,596-84.7% |