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 | $19,809 | $75,828-73.9% | $147,614-86.6% | $59,632-66.8% |
| Participation rate | 88.4% | 71.6%+16.8pp | 84.6%+3.8pp | 68.7%+19.7pp |
| Annual return | -3.23% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $1,732 | $3,485-50.3% | $5,564-68.9% | $2,203-21.3% |
| Participant deferral / active EE | $2,647 | $3,130-15.5% | $4,895-45.9% | $3,192-17.1% |
| Admin fee / account holder | $709 | $5,985-88.1% | $11,611-93.9% | $4,297-83.5% |