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 | $141,192 | $189,613-25.5% | $167,512-15.7% | $142,382-0.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.07% | 2024.68%-2016.6pp | 1615.79%-1607.7pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,970 | $4,349-54.7% | $3,882-49.3% | $4,299-54.2% |
| Participant deferral / active EE | $24,680 | $6,981+253.5% | $6,405+285.3% | $6,507+279.3% |
| Admin fee / account holder | $574 | $10,528-94.5% | $9,769-94.1% | $12,624-95.5% |