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 7-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 | $165,896 | $70,606+135.0% | $53,898+207.8% | $142,382+16.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 2.21% | 619.81%-617.6pp | 528.60%-526.4pp | 217.08%-214.9pp |
| Employer contribution / active EE | $1,039 | $1,202-13.5% | $932+11.5% | $4,299-75.8% |
| Participant deferral / active EE | $3,698 | $2,364+56.4% | $1,826+102.5% | $6,507-43.2% |
| Admin fee / account holder | $584 | $2,852-79.5% | $2,491-76.6% | $12,624-95.4% |