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 | $151,021 | $107,334+40.7% | $92,893+62.6% | $152,861-1.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.24% | 145.58%-137.3pp | 109.41%-101.2pp | 345.32%-337.1pp |
| Employer contribution / active EE | $12,857 | $4,221+204.6% | $3,653+252.0% | $4,762+170.0% |
| Participant deferral / active EE | $2,109 | $4,845-56.5% | $4,236-50.2% | $5,850-63.9% |
| Admin fee / account holder | $6,094 | $7,079-13.9% | $5,794+5.2% | $11,596-47.4% |