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 | $61,602 | $30,400+102.6% | $53,898+14.3% | $84,808-27.4% |
| Participation rate | 77.4% | 46.4%+30.9pp | 55.0%+22.4pp | 68.3%+9.0pp |
| Annual return | 13.41% | 500.19%-486.8pp | 528.60%-515.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,449 | $603+140.5% | $932+55.5% | $2,631-44.9% |
| Participant deferral / active EE | $2,120 | $1,199+76.9% | $1,826+16.1% | $4,212-49.7% |
| Admin fee / account holder | $4,240 | $1,993+112.7% | $2,491+70.2% | $7,344-42.3% |