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 | $48,096 | $75,828-36.6% | $147,614-67.4% | $59,632-19.3% |
| Participation rate | 81.5% | 71.6%+9.9pp | 84.6%-3.1pp | 68.7%+12.8pp |
| Annual return | -4.07% | 0.37%-4.4pp | 61.98%-66.1pp | 2041.28%-2045.4pp |
| Employer contribution / active EE | $1,027 | $3,485-70.5% | $5,564-81.5% | $2,203-53.4% |
| Participant deferral / active EE | $2,882 | $3,130-7.9% | $4,895-41.1% | $3,192-9.7% |
| Admin fee / account holder | $1,766 | $5,985-70.5% | $11,611-84.8% | $4,297-58.9% |