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 | $163,226 | $183,592-11.1% | $155,567+4.9% | $145,959+11.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.68% | 61.24%-54.6pp | 64.74%-58.1pp | 561.95%-555.3pp |
| Employer contribution / active EE | $4,080 | $5,315-23.2% | $4,674-12.7% | $4,661-12.5% |
| Participant deferral / active EE | $30,000 | $6,464+364.1% | $5,628+433.1% | $6,689+348.5% |
| Admin fee / account holder | $9,805 | $19,318-49.2% | $15,916-38.4% | $13,398-26.8% |