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 | $145,026 | $64,839+123.7% | $95,585+51.7% | $84,808+71.0% |
| Participation rate | 92.9% | 63.8%+29.0pp | 72.1%+20.8pp | 68.3%+24.5pp |
| Annual return | 11.16% | -670.96%+682.1pp | 38.56%-27.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $9,225 | $1,759+424.5% | $2,527+265.1% | $2,631+250.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,932 | $5,964-67.6% | $6,127-68.5% | $7,344-73.7% |