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 | $48,431 | $60,124-19.4% | $90,404-46.4% | $79,858-39.4% |
| Participation rate | 75.3% | 65.0%+10.3pp | 72.7%+2.6pp | 69.6%+5.6pp |
| Annual return | -6.18% | 71.94%-78.1pp | 1293.02%-1299.2pp | 31.71%-37.9pp |
| Employer contribution / active EE | $453 | $2,068-78.1% | $3,262-86.1% | $2,471-81.7% |
| Participant deferral / active EE | $3,193 | $2,938+8.7% | $3,963-19.4% | $3,740-14.6% |
| Admin fee / account holder | $5,961 | $3,976+49.9% | $5,611+6.2% | $5,306+12.3% |