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 | $168,348 | $189,613-11.2% | $167,512+0.5% | $142,382+18.2% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 9.88% | 2024.68%-2014.8pp | 1615.79%-1605.9pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,131 | $4,349-51.0% | $3,882-45.1% | $4,299-50.4% |
| Participant deferral / active EE | $7,949 | $6,981+13.9% | $6,405+24.1% | $6,507+22.2% |
| Admin fee / account holder | $1,323 | $10,528-87.4% | $9,769-86.5% | $12,624-89.5% |