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 | $195,365 | $197,591-1.1% | $177,821+9.9% | $158,922+22.9% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.7%-8.8pp | 82.0%-3.0pp |
| Annual return | 0.27% | 58.76%-58.5pp | 48.32%-48.1pp | 302.83%-302.6pp |
| Employer contribution / active EE | $6,583 | $6,697-1.7% | $5,918+11.2% | $4,761+38.3% |
| Participant deferral / active EE | $16,441 | $8,405+95.6% | $7,714+113.1% | $5,982+174.8% |
| Admin fee / account holder | $2,457 | $15,399-84.0% | $12,427-80.2% | $11,246-78.2% |