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 | $63,516 | $100,852-37.0% | $90,404-29.7% | $158,922-60.0% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.7%+8.3pp | 82.0%-1.0pp |
| Annual return | -1.64% | 1724.20%-1725.8pp | 1293.02%-1294.7pp | 302.83%-304.5pp |
| Employer contribution / active EE | $1,184 | $3,689-67.9% | $3,262-63.7% | $4,761-75.1% |
| Participant deferral / active EE | $3,649 | $4,348-16.1% | $3,963-7.9% | $5,982-39.0% |
| Admin fee / account holder | $655 | $6,501-89.9% | $5,611-88.3% | $11,246-94.2% |