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 | $36,717 | $52,519-30.1% | $155,790-76.4% | $59,632-38.4% |
| Participation rate | 93.1% | 61.7%+31.4pp | 76.1%+17.0pp | 68.7%+24.4pp |
| Annual return | -2.87% | 53.51%-56.4pp | 71.54%-74.4pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $2,654 | $1,589+67.0% | $3,836-30.8% | $2,203+20.5% |
| Participant deferral / active EE | $4,524 | $3,084+46.7% | $4,797-5.7% | $3,192+41.7% |
| Admin fee / account holder | $3,042 | $3,540-14.1% | $7,478-59.3% | $4,297-29.2% |