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 | $31,123 | $75,828-59.0% | $147,614-78.9% | $59,632-47.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.55% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $3,723 | $3,485+6.8% | $5,564-33.1% | $2,203+69.0% |
| Participant deferral / active EE | $2,664 | $3,130-14.9% | $4,895-45.6% | $3,192-16.5% |
| Admin fee / account holder | $818 | $5,985-86.3% | $11,611-93.0% | $4,297-81.0% |