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 | $180,342 | $189,613-4.9% | $167,512+7.7% | $142,382+26.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 2.91% | 2024.68%-2021.8pp | 1615.79%-1612.9pp | 217.08%-214.2pp |
| Employer contribution / active EE | $13,333 | $4,349+206.6% | $3,882+243.5% | $4,299+210.1% |
| Participant deferral / active EE | $8,817 | $6,981+26.3% | $6,405+37.7% | $6,507+35.5% |
| Admin fee / account holder | $7,390 | $10,528-29.8% | $9,769-24.4% | $12,624-41.5% |