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 | $29,716 | $189,613-84.3% | $167,512-82.3% | $142,382-79.1% |
| Participation rate | 76.2% | 80.1%-3.9pp | 77.1%-0.9pp | 80.1%-3.9pp |
| Annual return | 6.74% | 2024.68%-2017.9pp | 1615.79%-1609.1pp | 217.08%-210.3pp |
| Employer contribution / active EE | $1,247 | $4,349-71.3% | $3,882-67.9% | $4,299-71.0% |
| Participant deferral / active EE | $3,190 | $6,981-54.3% | $6,405-50.2% | $6,507-51.0% |
| Admin fee / account holder | $4,980 | $10,528-52.7% | $9,769-49.0% | $12,624-60.5% |