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 | $21,297 | $60,124-64.6% | $90,404-76.4% | $79,858-73.3% |
| Participation rate | 71.7% | 65.0%+6.8pp | 72.7%-0.9pp | 69.6%+2.1pp |
| Annual return | -4.28% | 71.94%-76.2pp | 1293.02%-1297.3pp | 31.71%-36.0pp |
| Employer contribution / active EE | $1,167 | $2,068-43.6% | $3,262-64.2% | $2,471-52.8% |
| Participant deferral / active EE | $1,481 | $2,938-49.6% | $3,963-62.6% | $3,740-60.4% |
| Admin fee / account holder | $516 | $3,976-87.0% | $5,611-90.8% | $5,306-90.3% |