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 | $141,116 | $54,705+158.0% | $71,209+98.2% | $84,808+66.4% |
| Participation rate | 90.4% | 64.1%+26.3pp | 73.8%+16.6pp | 68.3%+22.1pp |
| Annual return | 12.17% | 35.90%-23.7pp | 282.51%-270.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $354 | $2,158-83.6% | $2,721-87.0% | $2,631-86.5% |
| Participant deferral / active EE | $6,791 | $3,030+124.1% | $4,175+62.7% | $4,212+61.2% |
| Admin fee / account holder | $8,509 | $4,863+75.0% | $5,349+59.1% | $7,344+15.9% |