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 | $168,622 | $157,256+7.2% | $141,162+19.5% | $152,861+10.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.58% | 64.32%-52.7pp | 71.39%-59.8pp | 345.32%-333.7pp |
| Employer contribution / active EE | $4,731 | $5,261-10.1% | $4,735-0.1% | $4,762-0.7% |
| Participant deferral / active EE | $10,080 | $7,109+41.8% | $6,709+50.2% | $5,850+72.3% |
| Admin fee / account holder | $38,188 | $12,120+215.1% | $10,261+272.2% | $11,596+229.3% |