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 | $148,732 | $157,256-5.4% | $141,162+5.4% | $152,861-2.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.14% | 64.32%-52.2pp | 71.39%-59.3pp | 345.32%-333.2pp |
| Employer contribution / active EE | $9,222 | $5,261+75.3% | $4,735+94.8% | $4,762+93.6% |
| Participant deferral / active EE | $2,933 | $7,109-58.7% | $6,709-56.3% | $5,850-49.9% |
| Admin fee / account holder | $2,808 | $12,120-76.8% | $10,261-72.6% | $11,596-75.8% |