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 | $104,130 | $30,400+242.5% | $53,898+93.2% | $84,808+22.8% |
| Participation rate | 79.2% | 46.4%+32.7pp | 55.0%+24.2pp | 68.3%+10.9pp |
| Annual return | 14.27% | 500.19%-485.9pp | 528.60%-514.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,066 | $1,199+155.8% | $1,826+67.9% | $4,212-27.2% |
| Admin fee / account holder | $3,078 | $1,993+54.4% | $2,491+23.6% | $7,344-58.1% |