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 | $142,791 | $157,256-9.2% | $141,162+1.2% | $152,861-6.6% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 9.00% | 64.32%-55.3pp | 71.39%-62.4pp | 345.32%-336.3pp |
| Employer contribution / active EE | $11,854 | $5,261+125.3% | $4,735+150.4% | $4,762+148.9% |
| Participant deferral / active EE | $12,021 | $7,109+69.1% | $6,709+79.2% | $5,850+105.5% |
| Admin fee / account holder | $698 | $12,120-94.2% | $10,261-93.2% | $11,596-94.0% |