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 | $30,287 | $84,695-64.2% | $73,843-59.0% | $125,391-75.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.80% | 3123.53%-3127.3pp | 2267.84%-2271.6pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,243 | $3,123-60.2% | $2,787-55.4% | $4,866-74.5% |
| Participant deferral / active EE | $3,628 | $3,992-9.1% | $3,583+1.2% | $5,352-32.2% |
| Admin fee / account holder | $323 | $5,691-94.3% | $4,880-93.4% | $9,540-96.6% |