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 | $58,299 | $110,502-47.2% | $80,716-27.8% | $167,490-65.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.38% | 120.54%-120.2pp | 87.28%-86.9pp | 478.56%-478.2pp |
| Employer contribution / active EE | $504 | $1,543-67.4% | $1,160-56.6% | $4,837-89.6% |
| Participant deferral / active EE | $6,529 | $2,871+127.4% | $2,146+204.3% | $6,341+3.0% |
| Admin fee / account holder | $506 | $4,545-88.9% | $3,380-85.0% | $12,309-95.9% |