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 | $90,189 | $30,400+196.7% | $53,898+67.3% | $84,808+6.3% |
| Participation rate | 82.4% | 46.4%+35.9pp | 55.0%+27.4pp | 68.3%+14.0pp |
| Annual return | 12.73% | 500.19%-487.5pp | 528.60%-515.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,828 | $603+369.3% | $932+203.5% | $2,631+7.5% |
| Participant deferral / active EE | $3,730 | $1,199+211.2% | $1,826+104.2% | $4,212-11.4% |
| Admin fee / account holder | $14,670 | $1,993+636.0% | $2,491+489.0% | $7,344+99.8% |