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 9-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 | $180,845 | $183,592-1.5% | $155,567+16.2% | $145,959+23.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.20% | 61.24%-55.0pp | 64.74%-58.5pp | 561.95%-555.7pp |
| Employer contribution / active EE | $10,340 | $5,315+94.6% | $4,674+121.2% | $4,661+121.9% |
| Participant deferral / active EE | $11,750 | $6,464+81.8% | $5,628+108.8% | $6,689+75.7% |
| Admin fee / account holder | $1,666 | $19,318-91.4% | $15,916-89.5% | $13,398-87.6% |