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 5-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 | $16,600 | $83,902-80.2% | $167,512-90.1% | $84,808-80.4% |
| Participation rate | 87.1% | 66.5%+20.6pp | 77.1%+10.0pp | 68.3%+18.8pp |
| Annual return | -0.85% | 91.55%-92.4pp | 1615.79%-1616.6pp | 40.90%-41.7pp |
| Employer contribution / active EE | $1,109 | $2,264-51.0% | $3,882-71.4% | $2,631-57.9% |
| Participant deferral / active EE | $3,027 | $4,442-31.9% | $6,405-52.7% | $4,212-28.1% |
| Admin fee / account holder | $2,464 | $7,915-68.9% | $9,769-74.8% | $7,344-66.5% |