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 | $89,476 | $29,660+201.7% | $56,411+58.6% | $80,856+10.7% |
| Participation rate | 70.2% | 41.6%+28.6pp | 52.5%+17.7pp | 67.6%+2.6pp |
| Annual return | 6.86% | 35.23%-28.4pp | 1701.33%-1694.5pp | 35.59%-28.7pp |
| Employer contribution / active EE | $1,026 | $669+53.3% | $1,039-1.2% | $2,755-62.8% |
| Participant deferral / active EE | $2,670 | $1,226+117.8% | $1,952+36.8% | $4,296-37.8% |
| Admin fee / account holder | $2,285 | $2,428-5.9% | $2,829-19.2% | $6,918-67.0% |