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 | $121,750 | $114,381+6.4% | $107,525+13.2% | $142,382-14.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.14% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-206.9pp |
| Employer contribution / active EE | $16,172 | $4,015+302.8% | $3,754+330.9% | $4,299+276.2% |
| Participant deferral / active EE | $12,786 | $5,564+129.8% | $5,116+149.9% | $6,507+96.5% |
| Admin fee / account holder | $1,091 | $9,860-88.9% | $8,919-87.8% | $12,624-91.4% |