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 | $29,817 | $39,798-25.1% | $67,711-56.0% | $59,632-50.0% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -4.23% | 89.94%-94.2pp | 25.41%-29.6pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $2,009 | $1,393+44.2% | $2,559-21.5% | $2,203-8.8% |
| Participant deferral / active EE | $6,045 | $2,335+158.9% | $3,585+68.6% | $3,192+89.4% |
| Admin fee / account holder | $2,531 | $3,212-21.2% | $4,255-40.5% | $4,297-41.1% |