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 | $88,204 | $27,915+216.0% | $58,482+50.8% | $75,163+17.3% |
| Participation rate | 79.5% | 38.8%+40.7pp | 50.9%+28.6pp | 67.2%+12.3pp |
| Annual return | 6.44% | 44.20%-37.8pp | 4239.32%-4232.9pp | 160.62%-154.2pp |
| Employer contribution / active EE | $1,134 | $669+69.5% | $1,053+7.7% | $2,670-57.5% |
| Participant deferral / active EE | $2,878 | $1,201+139.5% | $1,924+49.6% | $4,125-30.2% |
| Admin fee / account holder | $8,037 | $1,726+365.8% | $2,516+219.5% | $5,651+42.2% |