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 | $99,944 | $189,613-47.3% | $167,512-40.3% | $142,382-29.8% |
| Participation rate | 95.0% | 80.1%+14.9pp | 77.1%+17.9pp | 80.1%+14.9pp |
| Annual return | 8.52% | 2024.68%-2016.2pp | 1615.79%-1607.3pp | 217.08%-208.6pp |
| Employer contribution / active EE | $2,271 | $4,349-47.8% | $3,882-41.5% | $4,299-47.2% |
| Participant deferral / active EE | $5,536 | $6,981-20.7% | $6,405-13.6% | $6,507-14.9% |
| Admin fee / account holder | $4,210 | $10,528-60.0% | $9,769-56.9% | $12,624-66.6% |