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 | $29,319+255.2% | $52,425+98.6% | $82,448+26.3% |
| Participation rate | 79.2% | 46.9%+32.3pp | 55.6%+23.5pp | 68.1%+11.1pp |
| Annual return | 14.27% | 535.20%-520.9pp | 302.12%-287.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,066 | $1,171+161.7% | $1,790+71.2% | $4,139-25.9% |
| Admin fee / account holder | $3,078 | $1,962+56.9% | $2,495+23.4% | $7,234-57.5% |