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 | $95,822 | $30,400+215.2% | $53,898+77.8% | $84,808+13.0% |
| Participation rate | 76.7% | 46.4%+30.3pp | 55.0%+21.8pp | 68.3%+8.4pp |
| Annual return | 6.37% | 500.19%-493.8pp | 528.60%-522.2pp | 40.90%-34.5pp |
| Employer contribution / active EE | $1,083 | $603+79.6% | $932+16.2% | $2,631-58.9% |
| Participant deferral / active EE | $2,663 | $1,199+122.2% | $1,826+45.8% | $4,212-36.8% |
| Admin fee / account holder | $3,151 | $1,993+58.1% | $2,491+26.5% | $7,344-57.1% |