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 | $170,507 | $148,534+14.8% | $135,903+25.5% | $139,434+22.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.79% | 79.19%-69.4pp | 68.23%-58.4pp | 372.94%-363.2pp |
| Employer contribution / active EE | $20,023 | $5,243+281.9% | $4,856+312.3% | $4,751+321.5% |
| Participant deferral / active EE | $15,900 | $8,100+96.3% | $7,758+105.0% | $6,710+137.0% |
| Admin fee / account holder | $1,765 | $12,400-85.8% | $10,762-83.6% | $11,403-84.5% |