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 | $154,625 | $39,019+296.3% | $80,716+91.6% | $85,850+80.1% |
| Participation rate | 84.4% | 41.5%+42.8pp | 54.2%+30.2pp | 69.3%+15.1pp |
| Annual return | 11.32% | 26.27%-14.9pp | 87.28%-76.0pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,173 | $722+62.5% | $1,160+1.2% | $2,565-54.3% |
| Participant deferral / active EE | $2,168 | $1,326+63.5% | $2,146+1.0% | $3,952-45.1% |
| Admin fee / account holder | $936 | $2,431-61.5% | $3,380-72.3% | $6,260-85.0% |