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 | $40,554 | $27,915+45.3% | $58,482-30.7% | $75,163-46.0% |
| Participation rate | 70.6% | 38.8%+31.8pp | 50.9%+19.7pp | 67.2%+3.4pp |
| Annual return | 10.95% | 44.20%-33.3pp | 4239.32%-4228.4pp | 160.62%-149.7pp |
| Employer contribution / active EE | $86 | $669-87.2% | $1,053-91.9% | $2,670-96.8% |
| Participant deferral / active EE | $1,929 | $1,201+60.5% | $1,924+0.2% | $4,125-53.2% |
| Admin fee / account holder | $1,416 | $1,726-17.9% | $2,516-43.7% | $5,651-74.9% |