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 | $154,382 | $157,256-1.8% | $141,162+9.4% | $152,861+1.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.15% | 64.32%-62.2pp | 71.39%-69.2pp | 345.32%-343.2pp |
| Employer contribution / active EE | $17,079 | $5,261+224.6% | $4,735+260.7% | $4,762+258.6% |
| Participant deferral / active EE | $9,167 | $7,109+28.9% | $6,709+36.6% | $5,850+56.7% |
| Admin fee / account holder | $3,288 | $12,120-72.9% | $10,261-68.0% | $11,596-71.6% |