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 | $149,010 | $152,587-2.3% | $125,175+19.0% | $152,861-2.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.67% | 54.84%-49.2pp | 43.79%-38.1pp | 345.32%-339.6pp |
| Employer contribution / active EE | $6,250 | $4,946+26.4% | $3,865+61.7% | $4,762+31.2% |
| Participant deferral / active EE | $5,583 | $5,868-4.8% | $4,937+13.1% | $5,850-4.6% |
| Admin fee / account holder | $154,421 | $13,434+1049.5% | $9,702+1491.6% | $11,596+1231.6% |