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 | $152,428 | $105,181+44.9% | $159,436-4.4% | $85,850+77.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.58% | 45.07%-33.5pp | 263.57%-252.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $8,334 | $3,318+151.2% | $4,829+72.6% | $2,565+224.9% |
| Participant deferral / active EE | $8,521 | $5,945+43.3% | $7,352+15.9% | $3,952+115.6% |
| Admin fee / account holder | $12,734 | $6,933+83.7% | $10,799+17.9% | $6,260+103.4% |