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 | $57,085 | $99,079-42.4% | $77,999-26.8% | $273,961-79.2% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.5%-2.8pp | 83.0%-10.3pp |
| Annual return | 0.09% | 217.93%-217.8pp | 425.96%-425.9pp | 41.45%-41.4pp |
| Employer contribution / active EE | $1,818 | $3,308-45.0% | $2,470-26.4% | $4,869-62.7% |
| Participant deferral / active EE | $1,619 | $4,306-62.4% | $3,497-53.7% | $5,287-69.4% |
| Admin fee / account holder | $7,674 | $8,954-14.3% | $5,480+40.0% | $10,132-24.3% |