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 | $33,308 | $56,199-40.7% | $67,652-50.8% | $59,632-44.1% |
| Participation rate | 70.2% | 71.5%-1.3pp | 75.7%-5.5pp | 68.7%+1.5pp |
| Annual return | -2.41% | 18505.31%-18507.7pp | 6625.04%-6627.4pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $401 | $1,614-75.2% | $2,266-82.3% | $2,203-81.8% |
| Participant deferral / active EE | $2,639 | $2,844-7.2% | $3,560-25.9% | $3,192-17.3% |
| Admin fee / account holder | $346 | $3,958-91.3% | $4,821-92.8% | $4,297-91.9% |