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 | $137,514 | $100,773+36.5% | $88,946+54.6% | $142,382-3.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.82% | 70.18%-59.4pp | 57.82%-47.0pp | 217.08%-206.3pp |
| Employer contribution / active EE | $5,135 | $2,918+76.0% | $2,555+101.0% | $4,299+19.4% |
| Participant deferral / active EE | $12,253 | $5,230+134.3% | $4,581+167.5% | $6,507+88.3% |
| Admin fee / account holder | $10,087 | $9,693+4.1% | $8,261+22.1% | $12,624-20.1% |