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 | $46,104 | $75,828-39.2% | $147,614-68.8% | $59,632-22.7% |
| Participation rate | 96.4% | 71.6%+24.9pp | 84.6%+11.8pp | 68.7%+27.8pp |
| Annual return | -2.89% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $2,139 | $3,485-38.6% | $5,564-61.6% | $2,203-2.9% |
| Participant deferral / active EE | $5,064 | $3,130+61.8% | $4,895+3.5% | $3,192+58.7% |
| Admin fee / account holder | $1,661 | $5,985-72.3% | $11,611-85.7% | $4,297-61.3% |