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 | $36,004 | $56,199-35.9% | $67,652-46.8% | $59,632-39.6% |
| Participation rate | 89.4% | 71.5%+17.9pp | 75.7%+13.7pp | 68.7%+20.7pp |
| Annual return | -2.55% | 18505.31%-18507.9pp | 6625.04%-6627.6pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $4,369 | $1,614+170.6% | $2,266+92.9% | $2,203+98.4% |
| Participant deferral / active EE | $1,766 | $2,844-37.9% | $3,560-50.4% | $3,192-44.7% |
| Admin fee / account holder | $2,196 | $3,958-44.5% | $4,821-54.4% | $4,297-48.9% |