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 | $80,812-79.5% | $160,784-89.7% | $82,448-79.9% |
| Participation rate | 87.1% | 66.2%+20.9pp | 77.0%+10.1pp | 68.1%+19.0pp |
| Annual return | -0.85% | 100.59%-101.4pp | 1803.92%-1804.8pp | 41.64%-42.5pp |
| Employer contribution / active EE | $1,109 | $2,174-49.0% | $3,733-70.3% | $2,551-56.5% |
| Participant deferral / active EE | $3,027 | $4,335-30.2% | $6,293-51.9% | $4,139-26.9% |
| Admin fee / account holder | $2,464 | $7,695-68.0% | $9,717-74.6% | $7,234-65.9% |