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 | $177,100 | $189,613-6.6% | $167,512+5.7% | $142,382+24.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.67% | 2024.68%-2016.0pp | 1615.79%-1607.1pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,656 | $4,349-38.9% | $3,882-31.6% | $4,299-38.2% |
| Participant deferral / active EE | $16,969 | $6,981+143.1% | $6,405+164.9% | $6,507+160.8% |
| Admin fee / account holder | $19,753 | $10,528+87.6% | $9,769+102.2% | $12,624+56.5% |